DFX Intelligence
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Firm absorbed
3 advisors left C•••••• G•••• • C• I•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Alan Morgan | Syracuse, Ny | Oct 20, 2025 | Aug 8, 2025 |
| Gary Cappon | Syracuse, Ny | Oct 20, 2025 | Mar 31, 2025 |
| Jamin Purtell | Syracuse, Ny | Oct 24, 2025 | May 28, 2025 |
The rule
- Registrations ended
- Oct 20, 2025 to Oct 24, 2025
- Registered next
- Mar 31, 2025 to Aug 8, 2025
- Branch state
- NY
- Cities
- 1, most in Syracuse, Ny
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape