DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C••••••• P•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Harrison Max Schrier Wirth | New York, Ny | Jun 17, 2022 | Dec 14, 2023 |
| Maricela Medina Shenouda | New York, Ny | Jun 23, 2022 | Jan 1, 2026 |
The rule
- Registrations ended
- Jun 17, 2022 to Jun 23, 2022
- Registered next
- Dec 14, 2023 to Jan 1, 2026
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 21,873 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape