DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Corbin Philip Curley | Oneonta, Ny | Jan 14, 2026 | Jan 9, 2026 |
| Edward John Curley | Oneonta, Ny | Jan 14, 2026 | Jan 9, 2026 |
| Jody Angellotti | Oneonta, Ny | Jan 14, 2026 | Jan 9, 2026 |
The rule
- Registrations ended
- Jan 14, 2026
- Registered next
- Jan 9, 2026
- Branch state
- NY
- Cities
- 1, most in Oneonta, Ny
- Registered there that day
- 14,030 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape