DFX Intelligence
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Team lift-out
14 advisors left C•••••• G•••• • C• I•• for S•••••• W••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Jeffrey Smith | Syracuse, Ny | Jul 7, 2025 | Nov 19, 2024 |
| Alexander Lee Wagner | Syracuse, Ny | Jul 7, 2025 | Nov 21, 2024 |
| Anthony Mona | Syracuse, Ny | Jul 7, 2025 | Nov 19, 2024 |
| Ariel Gerald Wagner | Syracuse, Ny | Jul 7, 2025 | Nov 19, 2024 |
| Derek Peter Damian | Syracuse, Ny | Jul 7, 2025 | Nov 19, 2024 |
| E. Brian Mosallam | Syracuse, Ny | Jul 7, 2025 | Nov 19, 2024 |
| Jeff Ryan Osaer | Syracuse, Ny | Jul 7, 2025 | Jan 13, 2026 |
| Joseph Andre Mansoor | Syracuse, Ny | Jul 7, 2025 | Jan 1, 2025 |
| Kyle Scott Worthy | Syracuse, Ny | Jul 7, 2025 | Nov 19, 2024 |
| Nicholas Kallabat | Syracuse, Ny | Jul 7, 2025 | Jul 13, 2026 |
| Steven Michael Nofar | Syracuse, Ny | Jul 7, 2025 | Nov 19, 2024 |
| Zakerie Thompson | Syracuse, Ny | Jul 7, 2025 | Jan 14, 2026 |
| Farah Kobeissi-Nasser | Syracuse, Ny | Jul 8, 2025 | Jun 17, 2025 |
The rule
- Registrations ended
- Jul 7, 2025 to Jul 8, 2025
- Registered next
- Nov 19, 2024 to Jul 13, 2026
- Branch state
- NY
- Cities
- 1, most in Syracuse, Ny
- Registered there that day
- 392 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape