DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for D••••••• W••••• S••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kathleen Denney Cefalu | New York, Ny | Mar 20, 2023 | Apr 18, 2023 |
| Dinghao Jiang | New York, Ny | Mar 21, 2023 | Apr 5, 2023 |
The rule
- Registrations ended
- Mar 20, 2023 to Mar 21, 2023
- Registered next
- Apr 5, 2023 to Apr 18, 2023
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 23,108 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Mar 17, 2023), not necessarily this firm