DFX Intelligence
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Team lift-out
6 advisors left E•••••••• A•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Zad Mahana | New York, Ny | Oct 16, 2024 | Nov 12, 2024 |
| Luca Saponieri | New York, Ny | Oct 30, 2024 | Nov 13, 2024 |
| David P Meisenzahl | Malta, Ny | Nov 7, 2024 | Jan 10, 2025 |
| Kevin J Fox | Rochester, Ny | Nov 14, 2024 | Dec 4, 2024 |
| Perry Steven Goldschein | Malta, Ny | Nov 26, 2024 | Dec 16, 2024 |
| Erin M Cody | Rochester, Ny | Dec 3, 2024 | Jan 16, 2025 |
The rule
- Registrations ended
- Oct 16, 2024 to Dec 3, 2024
- Registered next
- Nov 12, 2024 to Jan 16, 2025
- Branch state
- NY
- Cities
- 4, most in New York, Ny
- Registered there that day
- 3,722 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape