DFX Intelligence
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Team lift-out
3 advisors left O•••• W•••••• I••• for M••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshuah Scott Tatro | Fairport, Ny | Oct 7, 2025 | Oct 3, 2025 |
| Kierin Ratliff | Fairport, Ny | Oct 7, 2025 | Oct 3, 2025 |
| Craig Allen Houck | Fairport, Ny | Oct 10, 2025 | Oct 3, 2025 |
The rule
- Registrations ended
- Oct 7, 2025 to Oct 10, 2025
- Registered next
- Oct 3, 2025
- Branch state
- NY
- Cities
- 1, most in Fairport, Ny
- Registered there that day
- 7,862 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape