DFX Intelligence
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Team lift-out
2 advisors left M•• I•••••••• S•••••••• L•• for E•• F•••••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Matthew Keller | Amherst, Ny | Jul 15, 2025 | Jul 31, 2025 |
| Marc Allen Wegrzynowski | Amherst, Ny | Jul 28, 2025 | Aug 8, 2025 |
The rule
- Registrations ended
- Jul 15, 2025 to Jul 28, 2025
- Registered next
- Jul 31, 2025 to Aug 8, 2025
- Branch state
- NY
- Cities
- 1, most in Amherst, Ny
- Registered there that day
- 4,630 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape