DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Matthew E Trainor | New York, Ny | Jul 29, 2024 | Aug 8, 2024 |
| Sara Sarwat Casanova | New York, Ny | Jul 29, 2024 | Sep 20, 2024 |
The rule
- Registrations ended
- Jul 29, 2024
- Registered next
- Aug 8, 2024 to Sep 20, 2024
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 3,608 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape