DFX Intelligence
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Firm absorbed
6 advisors left E••••••• L•• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Clayton Nardone | Syracuse, Ny | Nov 5, 2024 | Sep 30, 2024 |
| Katelyn M Kriesel | Syracuse, Ny | Nov 5, 2024 | Sep 30, 2024 |
| Kevin Anthony Visconti | Syracuse, Ny | Nov 5, 2024 | Sep 30, 2024 |
| Laurie Jean Podvin | Syracuse, Ny | Nov 5, 2024 | Oct 31, 2024 |
| Michael George Davirro | Syracuse, Ny | Nov 5, 2024 | Sep 30, 2024 |
| William Thomas Kriesel | Syracuse, Ny | Nov 5, 2024 | Sep 30, 2024 |
The rule
- Registrations ended
- Nov 5, 2024
- Registered next
- Sep 30, 2024 to Oct 31, 2024
- Branch state
- NY
- Cities
- 2, most in Syracuse, Ny
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape