DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Irving BeteshNew York, NyOct 11, 2023Oct 10, 2023
Dina BongerminoNew York, NyOct 12, 2023Oct 10, 2023
Morris I BeteshNew York, NyOct 12, 2023Oct 10, 2023
Bennett J KavlickNew York, NyOct 23, 2023Oct 20, 2023
The rule
Registrations ended
Oct 11, 2023 to Nov 3, 2023
Registered next
Oct 10, 2023 to Nov 10, 2023
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
23,618 (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 U•• F•••••••• S••••••• I•••