DFX Intelligence
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Team lift-out
2 advisors left L•••••• I••••••••• A••••••• I••• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Michael Geary | Buffalo, Ny | Feb 27, 2024 | Sep 25, 2024 |
| Connor Joseph Rosenecker | Buffalo, Ny | Feb 27, 2024 | Sep 30, 2022 |
The rule
- Registrations ended
- Feb 27, 2024
- Registered next
- Sep 30, 2022 to Sep 25, 2024
- Branch state
- NY
- Cities
- 1, most in Buffalo, Ny
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape