DFX Intelligence
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Team lift-out
2 advisors left C•••••• G•••• • C• I•• for P••••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michelle Denise Werth | Baldwinsville, Ny | Jul 10, 2025 | Mar 10, 2023 |
| William James Prentice | Syracuse, Ny | Jul 10, 2025 | Apr 30, 2021 |
The rule
- Registrations ended
- Jul 10, 2025
- Registered next
- Apr 30, 2021 to Mar 10, 2023
- Branch state
- NY
- Cities
- 2, most in Baldwinsville, Ny
- Registered there that day
- 377 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape