DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• • A••••••••• I••• for A••••• T••••• P•••••• W•••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justine Kinaj | New York, Ny | Mar 12, 2024 | Mar 11, 2024 |
| Theodore William Mcdonagh | New York, Ny | Mar 12, 2024 | Mar 11, 2024 |
The rule
- Registrations ended
- Mar 12, 2024 to Mar 15, 2024
- Registered next
- Mar 11, 2024
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 4,909 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape