DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for M••••••••• P•••••• I••••••••• A••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heather Ann Proctor | Pittsford, Ny | Sep 25, 2017 | Mar 18, 2019 |
| Mark Thomas Buscher | Pittsford, Ny | Sep 25, 2017 | Jun 21, 2019 |
The rule
- Registrations ended
- Sep 25, 2017
- Registered next
- Mar 18, 2019 to Jun 21, 2019
- Branch state
- NY
- Cities
- 1, most in Pittsford, Ny
- Registered there that day
- 14,035 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape