DFX Intelligence
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Team lift-out
2 advisors left D•••• K••••• W••••• C••• A•••••••• L•• for D••• F•••••••• A•••••••• L••
state registeredtostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeanne E Morelli | Rochester, Ny | Feb 26, 2026 | Jun 22, 2021 |
| Michael David Agostinelli | Rochester, Ny | Feb 26, 2026 | Jun 22, 2021 |
The rule
- Registrations ended
- Feb 26, 2026
- Registered next
- Jun 22, 2021
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape