DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
11 advisors left W•••• F•••• A••••••• for A••• A••••••• P•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Wojda | Poughkeepsie, Ny | May 20, 2026 | May 5, 2026 |
| Daniel Short | Poughkeepsie, Ny | May 20, 2026 | May 5, 2026 |
| Denise Ann Morgantini | Poughkeepsie, Ny | May 20, 2026 | May 5, 2026 |
| Frederico Rodriguez Jr | Poughkeepsie, Ny | May 20, 2026 | May 5, 2026 |
| Gary Ben-Ezra | Poughkeepsie, Ny | May 20, 2026 | May 5, 2026 |
| Jason Siegel | Newburgh, Ny | May 20, 2026 | May 7, 2026 |
| Joseph Porcelli | Poughkeepsie, Ny | May 20, 2026 | May 7, 2026 |
| Michael Kirtio | Poughkeepsie, Ny | May 20, 2026 | May 7, 2026 |
| Ryan Peek | Poughkeepsie, Ny | May 20, 2026 | May 7, 2026 |
| Zachary David Herring | Poughkeepsie, Ny | May 20, 2026 | May 7, 2026 |
| Hayden Thomas Peek | Poughkeepsie, Ny | May 28, 2026 | May 7, 2026 |
The rule
- Registrations ended
- May 20, 2026 to May 28, 2026
- Registered next
- May 5, 2026 to May 7, 2026
- Branch state
- NY
- Cities
- 2, most in Poughkeepsie, Ny
- Registered there that day
- 3,833 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape