DFX Intelligence
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Team lift-out
2 advisors left C•••••• A•••••• S•••••••• L•• for S•••••••• F••••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mariah Elizabeth Cudlipp-Gant | Pittsford, Ny | Apr 12, 2019 | Nov 7, 2018 |
| Michael Joseph Cudlipp | Pittsford, Ny | Apr 12, 2019 | Nov 7, 2018 |
The rule
- Registrations ended
- Apr 12, 2019
- Registered next
- Nov 7, 2018
- Branch state
- NY
- Cities
- 1, most in Pittsford, Ny
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape