DFX Intelligence
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Team lift-out
4 advisors left A•••••• A••••••• S••••••• for D•••• K••••• W••••• C••• A•••••••• L••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Glenna Joy Durwin | Rochester, Ny | Sep 5, 2025 | Nov 29, 2022 |
| Nicholas Michael Piehler | Rochester, Ny | Sep 5, 2025 | Feb 7, 2024 |
| Sheila Marie Monachino | Rochester, Ny | Sep 5, 2025 | Feb 7, 2024 |
The rule
- Registrations ended
- Sep 5, 2025
- Registered next
- Nov 29, 2022 to Aug 22, 2025
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 2,154 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape