DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Siano Whalen | Baldwin, Ny | Feb 23, 2023 | Mar 7, 2023 |
| Jay Michael Scienza | Utica, Ny | Feb 27, 2023 | Feb 27, 2023 |
| Tanner Ryan Pearman | New York, Ny | Mar 7, 2023 | Mar 29, 2023 |
The rule
- Registrations ended
- Feb 23, 2023 to Mar 7, 2023
- Registered next
- Feb 27, 2023 to Mar 29, 2023
- Branch state
- NY
- Cities
- 3, most in Baldwin, Ny
- Registered there that day
- 22,972 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape