DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for P•••••• W••••• M••••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Gerard Gwizdak | South Nyack, Ny | Jun 24, 2024 | Jun 21, 2024 |
| Stephanie Lisa Hayes | South Nyack, Ny | Jun 24, 2024 | Jun 21, 2024 |
The rule
- Registrations ended
- Jun 24, 2024
- Registered next
- Jun 21, 2024
- Branch state
- NY
- Cities
- 1, most in South Nyack, Ny
- Registered there that day
- 3,236 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape