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
5 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 |
|---|---|---|---|
| Christopher D Urban | Orchard Park, Ny | Jul 10, 2025 | Sep 18, 2023 |
| Jonathan Leo Petrie | Orchard Park, Ny | Jul 10, 2025 | Dec 14, 2022 |
| Kevin Michael Mohr | Orchard Park, Ny | Jul 10, 2025 | Dec 1, 2022 |
| Kimberly Evelyn Kowalski | Orchard Park, Ny | Jul 10, 2025 | Jun 20, 2025 |
| Raymond Andrew Carter | Orchard Park, Ny | Jul 10, 2025 | Jun 30, 2023 |
The rule
- Registrations ended
- Jul 10, 2025
- Registered next
- Dec 1, 2022 to Jun 20, 2025
- Branch state
- NY
- Cities
- 1, most in Orchard Park, Ny
- Registered there that day
- 377 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape