DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason S Rich | New York, Ny | Apr 26, 2019 | Mar 22, 2021 |
| Evangelos Tsembelis | New York, Ny | May 10, 2019 | Mar 19, 2021 |
| Burt Martin Mills | New York, Ny | May 24, 2019 | Mar 22, 2021 |
The rule
- Registrations ended
- Apr 26, 2019 to May 24, 2019
- Registered next
- Mar 19, 2021 to Mar 22, 2021
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 20,983 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape