DFX Intelligence
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2 advisors left A••••••••• F•••••••• S•••••••• L•• for J••• M••••• S••••••••• L••
Team lift-outjoined J••• M••••• S••••••••• L••
No date on record · this record
No date on record · this record
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Milton Kinley | New York, Ny | Dec 24, 2025 | Mar 23, 2026 |
| Patrick Meringolo | New York, Ny | Dec 24, 2025 | Jan 7, 2026 |
The rule
- Registrations ended
- Dec 24, 2025
- Registered next
- Jan 7, 2026 to Mar 23, 2026
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 12,431 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape