DFX 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
4 advisors left C•••••• G•••• • C• I•• for L•••••• S•• I••••••••• A•••••••• L•••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Lefebre | Clarence, Ny | Feb 5, 2025 | Feb 3, 2025 |
| Dustin Michael Emerling | Williamsville, Ny | Feb 5, 2025 | Feb 3, 2025 |
| Jayce J Wallace | Clarence, Ny | Feb 5, 2025 | Feb 3, 2025 |
| Michael J Kaminska | Clarence, Ny | Feb 5, 2025 | Feb 3, 2025 |
The rule
- Registrations ended
- Feb 5, 2025
- Registered next
- Feb 3, 2025
- Branch state
- NY
- Cities
- 2, most in Clarence, Ny
- Registered there that day
- 405 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape