DFX Intelligence
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Team lift-out
6 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew J Cook | Albany, Ny | Jul 20, 2026 | Jul 10, 2026 |
| Brandie Mulligan | Gloversville, Ny | Jul 20, 2026 | Jul 10, 2026 |
| Christopher Joseph Cassidy | Albany, Ny | Jul 20, 2026 | Jul 10, 2026 |
| Courtney Elizabeth Fagan | Albany, Ny | Jul 20, 2026 | Jul 10, 2026 |
| Gerard J Mehan | Saratoga Springs, Ny | Jul 20, 2026 | Jul 10, 2026 |
| Susan Todd Mallery | Gloversville, Ny | Jul 20, 2026 | Jul 15, 2026 |
The rule
- Registrations ended
- Jul 20, 2026
- Registered next
- Jul 10, 2026 to Jul 15, 2026
- Branch state
- NY
- Cities
- 3, most in Albany, Ny
- Registered there that day
- 14,528 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape