DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Roberta Sue Kahn | Commack, Ny | Oct 27, 2022 | Oct 19, 2022 |
| William J Andersen | Commack, Ny | Nov 3, 2022 | Oct 19, 2022 |
The rule
- Registrations ended
- Oct 27, 2022 to Nov 3, 2022
- Registered next
- Oct 19, 2022
- Branch state
- NY
- Cities
- 1, most in Commack, Ny
- Registered there that day
- 13,896 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape