DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for N•••••• W•••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alecia Beth Fisher Dougherty | Rochester, Ny | Apr 26, 2023 | Apr 14, 2023 |
| Richard A Dougherty | Rochester, Ny | Apr 26, 2023 | Apr 14, 2023 |
The rule
- Registrations ended
- Apr 26, 2023
- Registered next
- Apr 14, 2023
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 3,289 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape