DFX Intelligence
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Team lift-out
2 advisors left C••••• A•••••• N••••••• L•• for A••••••••• W••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Laura Fedor Brunetti | Loudonville, Ny | Jun 29, 2023 | Dec 10, 2015 |
| Patrick Francis Madison | Binghamton, Ny | Jun 30, 2023 | Apr 7, 2021 |
The rule
- Registrations ended
- Jun 29, 2023 to Jun 30, 2023
- Registered next
- Dec 10, 2015 to Apr 7, 2021
- Branch state
- NY
- Cities
- 2, most in Loudonville, Ny
- Registered there that day
- 385 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape