DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for S•••••• P••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heidi Scali | Purchase, Ny | Jun 19, 2020 | Jun 11, 2020 |
| Kenneth Robert Roban | Purchase, Ny | Jun 19, 2020 | Jun 11, 2020 |
The rule
- Registrations ended
- Jun 19, 2020
- Registered next
- Jun 11, 2020
- Branch state
- NY
- Cities
- 1, most in Purchase, Ny
- Registered there that day
- 7,855 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape