DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Meghan L. MartinNew York, NyAug 11, 2026Sep 1, 2026
Antwane MabornNew York, NyAug 24, 2026Sep 18, 2026
Steven LipinskiNew York, NyAug 25, 2026Aug 27, 2026
Jing XuPort Washington, NySep 2, 2026Sep 11, 2026
Caleb John CavazosNew York, NySep 15, 2026Sep 18, 2026
The rule
Registrations ended
Aug 11, 2026 to Sep 15, 2026
Registered next
Sep 1, 2026 to Sep 18, 2026
Branch state
NY
Cities
2, most in New York, Ny
Registered there that day
25,255 (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 J••• M••••• S••••••••• L••