DFX Intelligence
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Team lift-out
2 advisors left H••••• A•••••• S•••••••• I••• for H••••• C•••••• A•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Evan John Coppola | Buffalo, Ny | Dec 31, 2024 | Mar 21, 2022 |
| Jeremy Conrad Hudson | Buffalo, Ny | Dec 31, 2024 | Mar 28, 2022 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Mar 21, 2022 to Mar 28, 2022
- Branch state
- NY
- Cities
- 1, most in Buffalo, Ny
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape