DFX Intelligence
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Team lift-out
3 advisors left W••••• A••••••• N••••••• I••• for M•• I•••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffery Robert Kruszka | Buffalo, Ny | Jul 15, 2025 | Jun 20, 2025 |
| Raymond Patrick Crane | Buffalo, Ny | Jul 15, 2025 | Jun 20, 2025 |
| Robert Wayne Romeo | Buffalo, Ny | Jul 15, 2025 | Jun 20, 2025 |
The rule
- Registrations ended
- Jul 15, 2025
- Registered next
- Jun 20, 2025
- Branch state
- NY
- Cities
- 1, most in Buffalo, Ny
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape