DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left E•••••••• A•••••••• L•• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Croushore | New York, Ny | Feb 10, 2023 | Mar 8, 2023 |
| Regina Nuriyeva | New York, Ny | Feb 24, 2023 | Mar 10, 2023 |
| Eliyahu Ishakis | New York, Ny | Mar 8, 2023 | Mar 29, 2023 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Feb 10, 2023 to Mar 8, 2023
- Registered next
- Mar 8, 2023 to Mar 29, 2023
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 3,183 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape