DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Lee Lamonica | Norwich, Ny | Mar 16, 2026 | Mar 10, 2026 |
| Marci Holden | Norwich, Ny | Mar 16, 2026 | Mar 10, 2026 |
| Peter N Derensis | Norwich, Ny | Mar 16, 2026 | Mar 10, 2026 |
The rule
- Registrations ended
- Mar 16, 2026
- Registered next
- Mar 10, 2026
- Branch state
- NY
- Cities
- 1, most in Norwich, Ny
- Registered there that day
- 3,587 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape