DFX Intelligence
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Team lift-out
2 advisors left R•••• W••••• M••••••••• L•• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barry Joseph Klarberg | New York, Ny | Dec 21, 2021 | Dec 23, 2021 |
| Jason Andrew Bell | New York, Ny | Dec 21, 2021 | Dec 23, 2021 |
The rule
- Registrations ended
- Dec 21, 2021
- Registered next
- Dec 23, 2021
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape