DFX Intelligence
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Team lift-out
2 advisors left C••••••• S••••••••• I••• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 16, 2026 to Jun 25, 2026
- Registered next
- Jun 10, 2026 to Jul 14, 2026
- Branch state
- NY
- Cities
- 2, most in Albany, Ny
- Registered there that day
- 754 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape