DFX Intelligence
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Team lift-out
5 advisors left C•••••• G•••• • C• I•• for P••• R•••• T••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Patrick Resch | Pittsford, Ny | Jul 10, 2025 | Oct 30, 2018 |
| John Asa Post | Pittsford, Ny | Jul 10, 2025 | Jun 16, 2021 |
| Kerry Patrick Tallon | Batavia, Ny | Jul 10, 2025 | Jun 16, 2021 |
| Ryan Daniel Wegman | Pittsford, Ny | Jul 10, 2025 | Jun 16, 2021 |
| Wendy Lynn Devinny | Pittsford, Ny | Jul 10, 2025 | Jun 11, 2024 |
The rule
- Registrations ended
- Jul 10, 2025
- Registered next
- Oct 30, 2018 to Jun 11, 2024
- Branch state
- NY
- Cities
- 2, most in Pittsford, 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