DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julia E Wittmann | Albany, Ny | May 27, 2025 | May 22, 2025 |
| Katrina Marie Consiglio | Albany, Ny | May 27, 2025 | May 22, 2025 |
| Kristen Jane Mahan | Albany, Ny | May 27, 2025 | May 22, 2025 |
The rule
- Registrations ended
- May 27, 2025
- Registered next
- May 22, 2025
- Branch state
- NY
- Cities
- 1, most in Albany, Ny
- Registered there that day
- 13,753 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape