DFX Intelligence
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Team lift-out
9 advisors left A••••••• P••••••••• A•••••••• I•• for N•••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam C Morgan | Holbrook, Ny | Oct 11, 2024 | Nov 14, 2018 |
| Anthony L Simonetti | Holbrook, Ny | Oct 11, 2024 | Oct 22, 2021 |
| Charles Gabriel Herendeen | Holbrook, Ny | Oct 11, 2024 | Feb 24, 2015 |
| Daniel Stephen Dipaola | Holbrook, Ny | Oct 11, 2024 | Oct 8, 2014 |
| Joseph George Mcpherson | Holbrook, Ny | Oct 11, 2024 | Sep 17, 2024 |
| Kris Eric Tower | Holbrook, Ny | Oct 11, 2024 | Jan 15, 2015 |
| Paula Marie Rogala | Holbrook, Ny | Oct 11, 2024 | Oct 11, 2024 |
| Robert Joseph Bartolotta | Holbrook, Ny | Oct 11, 2024 | Oct 24, 2019 |
| Torrey James Giancursio | Holbrook, Ny | Oct 11, 2024 | Mar 3, 2022 |
The rule
- Registrations ended
- Oct 11, 2024
- Registered next
- Oct 8, 2014 to Oct 11, 2024
- Branch state
- NY
- Cities
- 1, most in Holbrook, Ny
- Registered there that day
- 467 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape