DFX Intelligence
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Team lift-out
3 advisors left W••••••• F•••••••• S•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Tateo | Mineola, Ny | May 17, 2022 | May 15, 2022 |
| Scott Lewis Bernstein | Mineola, Ny | May 17, 2022 | May 13, 2022 |
| Zachary David Stein | Larchmont, Ny | May 17, 2022 | May 13, 2022 |
The rule
- Registrations ended
- May 17, 2022
- Registered next
- May 13, 2022 to May 15, 2022
- Branch state
- NY
- Cities
- 2, most in Mineola, Ny
- Registered there that day
- 1,295 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape