DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

10 advisors left C••••• A••••••• L•• for B••••• F•••••• W••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon James ButlerSodus, NyMar 21, 2024Aug 31, 2023
David W TreichlerSyracuse, NyMar 21, 2024Aug 25, 2021
Dylan Thomas ShawPittsford, NyMar 21, 2024Aug 27, 2021
Gregory John HalsteadPittsford, NyMar 21, 2024Sep 30, 2021
Jerry Neil HefleyMacedon, NyMar 21, 2024Sep 17, 2021
Keith Edward CondemiRochester, NyMar 21, 2024Aug 23, 2021
Mark Samuel SantelliWebster, NyMar 21, 2024Aug 25, 2021
Patrice Aileen LancelotRochester, NyMar 21, 2024Aug 23, 2021
David Joseph PerrottoHoward Beach, NyMar 22, 2024Sep 15, 2021
Vincent DalloWebster, NyMar 22, 2024Feb 13, 2024
The rule
Registrations ended
Mar 21, 2024 to Mar 22, 2024
Registered next
Aug 23, 2021 to Feb 13, 2024
Branch state
NY
Cities
7, most in Pittsford, Ny
Registered there that day
149 (people still on IAPD; an estimate)
Share of that headcount
6.7%
Succession by the destination
none on the tape
Other teams out of C••••• A••••••• L••Other teams into B••••• F•••••• W••••• M••••••••• L••