DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left A••••••••• F•••••••• S•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Bernard SloaneThornwood, NyMay 2, 2025May 1, 2025
Charles CamilleriWashingtonville, NyMay 2, 2025May 1, 2025
Brigitte Mariejeanne DavisonYonkers, NyMay 5, 2025May 1, 2025
William Alexander LongingValhalla, NyMay 5, 2025May 1, 2025
Jak CukajKatonah, NyMay 19, 2025May 1, 2025
Neal SienaBriarcliff Manor, NyMay 20, 2025May 1, 2025
The rule
Registrations ended
May 2, 2025 to May 20, 2025
Registered next
May 1, 2025
Branch state
NY
Cities
6, most in Washingtonville, Ny
Registered there that day
12,053 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••