DFX Intelligence

RIA Intelligence

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Firm absorbed

13 advisors left A••••• A••••••• L•• for A••••• A•••••••• L••• A• E•• C••••••

mixed wealthtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Kennedy KayPittsford, NyJan 30, 2026Feb 10, 2026
Christopher Reade MirrionePittsford, NyJan 30, 2026Feb 10, 2026
Douglas N EmblidgePittsford, NyJan 30, 2026Feb 10, 2026
Eric William MorrisPittsford, NyJan 30, 2026Feb 10, 2026
Frederick James MingesPittsford, NyJan 30, 2026Feb 10, 2026
James George GouldPittsford, NyJan 30, 2026Feb 10, 2026
Jody John RossiterPittsford, NyJan 30, 2026Feb 10, 2026
Justin A. SansonePittsford, NyJan 30, 2026Feb 10, 2026
Kevin RusterPittsford, NyJan 30, 2026Feb 10, 2026
Megan KoniecznyPittsford, NyJan 30, 2026Jan 15, 2026
Stephen Thomas MitchellPittsford, NyJan 30, 2026Feb 10, 2026
Timothy John TindallPittsford, NyJan 30, 2026Feb 10, 2026
Todd David GreenPittsford, NyJan 30, 2026Feb 10, 2026
The rule
Registrations ended
Jan 30, 2026
Registered next
Jan 15, 2026 to Feb 10, 2026
Branch state
NY
Cities
1, most in Pittsford, Ny
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of A••••• A••••••• L••Other teams into A••••• A•••••••• L••• A• E•• C••••••