DFX Intelligence
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Team lift-out
2 advisors left C•••••• G•••• • C• I•• for S••••••• M•••• F••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Fletcher Doig | Rhinebeck, Ny | Dec 31, 2024 | Jul 30, 2021 |
| Stephen Matthew Kyne | Saratoga Springs, Ny | Dec 31, 2024 | Aug 19, 2021 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Jul 30, 2021 to Aug 19, 2021
- Branch state
- NY
- Cities
- 2, most in Saratoga Springs, Ny
- Registered there that day
- 401 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape