DFX Intelligence
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Team lift-out
7 advisors left O•••• W•••••• I••• for C••••••••• F•••••••• N••••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Francis Xavier Becker | Syosset, Ny | Jan 9, 2025 | Apr 9, 2025 |
| Gregg Gerard Reutter | Syosset, Ny | Jan 9, 2025 | Jan 7, 2025 |
| Heather E Hawley | Utica, Ny | Jan 9, 2025 | Jan 2, 2025 |
| Janice Powers Williams | Utica, Ny | Jan 9, 2025 | Jan 2, 2025 |
| Robert Kenneth Watkins | Camillus, Ny | Jan 9, 2025 | Jan 2, 2025 |
| William Brian Read | Utica, Ny | Jan 9, 2025 | Jan 2, 2025 |
| Michael Francis Egan | Syosset, Ny | Jan 10, 2025 | Jan 7, 2025 |
| Andrew James Lomanto | Pittsford, Ny | Jan 17, 2025 | Jan 15, 2025 |
| Hannah C Provost | Plattsburgh, Ny | Jan 17, 2025 | Jan 15, 2025 |
The rule
- Registrations ended
- Jan 9, 2025 to Jan 17, 2025
- Registered next
- Jan 2, 2025 to Jan 15, 2025
- Branch state
- NY
- Cities
- 5, most in Utica, Ny
- Registered there that day
- 6,799 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape