DFX Intelligence
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Team lift-out
2 advisors left C•••••• G•••• • C• I•• for W•• A•••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Matthew Lunghino | Williamsville, Ny | Dec 31, 2022 | Jul 16, 2020 |
| Christopher Panza | Amherst, Ny | Jan 12, 2023 | Feb 4, 2022 |
The rule
- Registrations ended
- Dec 31, 2022 to Jan 12, 2023
- Registered next
- Jul 16, 2020 to Feb 4, 2022
- Branch state
- NY
- Cities
- 2, most in Williamsville, Ny
- Registered there that day
- 406 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape