DFX Intelligence
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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 |
|---|---|---|---|
| John Matthew Frey | Brooklyn, Ny | May 4, 2026 | May 20, 2026 |
| James Mccarron | Melville, Ny | May 8, 2026 | May 15, 2026 |
| Timothy Bernhardt | New York, Ny | May 22, 2026 | Jul 17, 2026 |
The rule
- Registrations ended
- May 4, 2026 to May 22, 2026
- Registered next
- May 15, 2026 to Jul 17, 2026
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 4,411 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape