DFX Intelligence
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Team lift-out
2 advisors left C•••••• G•••• • C• I•• for K•••••••• W••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Danielle Marie Mariano | Rochester, Ny | Aug 20, 2021 | Aug 19, 2021 |
| Robert Leonard Defreze | Syracuse, Ny | Aug 20, 2021 | Aug 19, 2021 |
The rule
- Registrations ended
- Aug 20, 2021
- Registered next
- Aug 19, 2021
- Branch state
- NY
- Cities
- 2, most in Syracuse, Ny
- Registered there that day
- 393 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape