DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for I••••••••• S•••••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Franklin Moore | Rochester, Ny | Apr 22, 2024 | Apr 17, 2024 |
| Micah Moore | Rochester, Ny | Apr 22, 2024 | Apr 18, 2024 |
The rule
- Registrations ended
- Apr 22, 2024
- Registered next
- Apr 17, 2024 to Apr 18, 2024
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 3,383 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape