DFX Intelligence
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Team lift-out
5 advisors left C••••••••• F•••••••• N•••••• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Philip Brachfeld | Quogue, Ny | Jan 12, 2026 | Jan 13, 2026 |
| Jordan Lee Cohen | New York, Ny | Jan 12, 2026 | Jan 13, 2026 |
| Nancy Curtin | New York, Ny | Jan 12, 2026 | Jan 23, 2026 |
| Richard Peter Kass | New York, Ny | Jan 12, 2026 | Jan 13, 2026 |
The rule
- Registrations ended
- Jan 12, 2026
- Registered next
- Jan 13, 2026 to Jan 23, 2026
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 3,087 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape