DFX Intelligence
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Team lift-out
3 advisors left A••••••••• F•••••••• S•••••••• L•• for ••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gerald Kirschner | Old Bethpage, Ny | May 13, 2025 | May 9, 2025 |
| Richard J Rubin | Seaford, Ny | May 13, 2025 | May 9, 2025 |
| Todd Jay Geller | Dix Hills, Ny | May 13, 2025 | May 9, 2025 |
The rule
- Registrations ended
- May 13, 2025
- Registered next
- May 9, 2025
- Branch state
- NY
- Cities
- 3, most in Dix Hills, Ny
- Registered there that day
- 12,059 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape