DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left W•••• F•••• A••••••• for ••••••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dominick Anthony LapennaVictor, NySep 4, 2024Aug 30, 2024
Nicholas Rocco LapennaRochester, NySep 4, 2024Aug 30, 2024
Paul Alphonse VielRochester, NySep 4, 2024Aug 30, 2024
Sara M OverslaughClifton Springs, NySep 4, 2024Aug 30, 2024
Terry Christine MajeskiHilton, NySep 4, 2024Aug 30, 2024
Dino StanisicNew York, NySep 11, 2024Sep 6, 2024
Nycole Christina VannataNew York, NySep 11, 2024Sep 6, 2024
Michael Joseph PetixRochester, NySep 17, 2024Aug 30, 2024
The rule
Registrations ended
Sep 4, 2024 to Sep 17, 2024
Registered next
Aug 30, 2024 to Sep 6, 2024
Branch state
NY
Cities
5, most in Rochester, Ny
Registered there that day
13,575 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into ••••••••