DFX Intelligence
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Team lift-out
2 advisors left F••••• C•••••• A•••••••• L•• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Anthony Alfonzetti | Armonk, Ny | Jun 30, 2025 | May 9, 2025 |
| Joseph Anthony Palumbo | Armonk, Ny | Jul 1, 2025 | May 8, 2025 |
The rule
- Registrations ended
- Jun 30, 2025 to Jul 1, 2025
- Registered next
- May 8, 2025 to May 9, 2025
- Branch state
- NY
- Cities
- 1, most in Armonk, Ny
- Registered there that day
- 51 (people still on IAPD; an estimate)
- Share of that headcount
- 3.9%
- Succession by the destination
- none on the tape