DFX Intelligence
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Team lift-out
2 advisors left D••• F•••••••• A•••••••• L•• for A•••••• A••••••• S•••••••
state registeredtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeanne E Morelli | Rochester, Ny | Feb 26, 2026 | Oct 24, 2023 |
| Michael David Agostinelli | Rochester, Ny | Feb 26, 2026 | Oct 24, 2023 |
The rule
- Registrations ended
- Feb 26, 2026
- Registered next
- Oct 24, 2023
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape