DFX Intelligence
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Team lift-out
2 advisors left E•••••• C•••••• M••••••••• L•• for T• P•••••• C••••• W••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer R Olenik | Garden City, Ny | Aug 18, 2023 | Aug 24, 2023 |
| Stephen Bornet | New York, Ny | Aug 21, 2023 | Oct 18, 2023 |
The rule
- Registrations ended
- Aug 18, 2023 to Aug 21, 2023
- Registered next
- Aug 24, 2023 to Oct 18, 2023
- Branch state
- NY
- Cities
- 2, most in Garden City, Ny
- Registered there that day
- 538 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape