DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Emily Jane BedfordNew York, NyMar 18, 2021Mar 18, 2021
Karon Duval BlueNew York, NyMar 26, 2021Mar 24, 2021
Dane DepoloNew York, NyApr 5, 2021Apr 12, 2021
The rule
Registrations ended
Mar 18, 2021 to Apr 5, 2021
Registered next
Mar 18, 2021 to Apr 12, 2021
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
22,396 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R•• C•••••• M••••••• L••