DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for G•••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lisbeth Mitchell | Clifton Park, Ny | Feb 6, 2020 | Jul 10, 2020 |
| Ryan Michael Tamasi | Clifton Park, Ny | Feb 6, 2020 | Jul 14, 2020 |
The rule
- Registrations ended
- Feb 6, 2020
- Registered next
- Jul 10, 2020 to Jul 14, 2020
- Branch state
- NY
- Cities
- 1, most in Clifton Park, Ny
- Registered there that day
- 21,646 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Aug 8, 2019), not necessarily this firm