DFX Intelligence
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Team lift-out
3 advisors left M•• I•••••••• S•••••••• L•• for B•••••••• A•••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Victoria K Terrazzino | Amherst, Ny | Nov 21, 2025 | Nov 28, 2025 |
| Jeredith Marie Nolan | Amherst, Ny | Nov 26, 2025 | Nov 21, 2025 |
| Nicholas Allan Maloney | Akron, Ny | Nov 26, 2025 | Nov 21, 2025 |
The rule
- Registrations ended
- Nov 21, 2025 to Nov 26, 2025
- Registered next
- Nov 21, 2025 to Nov 28, 2025
- Branch state
- NY
- Cities
- 2, most in Amherst, Ny
- Registered there that day
- 4,718 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape