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 |
|---|---|---|---|
| Helen Scott Ching | New York, Ny | Aug 11, 2025 | Aug 20, 2025 |
| Matthew James Lodato | New York, Ny | Aug 20, 2025 | Sep 25, 2025 |
The rule
- Registrations ended
- Aug 11, 2025 to Aug 20, 2025
- Registered next
- Aug 20, 2025 to Sep 25, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 4,041 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape