DFX Intelligence
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Team lift-out
10 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 |
|---|---|---|---|
| Matthew Sheldon Fischer | Rochester, Ny | Apr 2, 2025 | Mar 31, 2025 |
| Robert Andrew Dornan | Rochester, Ny | Apr 2, 2025 | Mar 31, 2025 |
| Robert Christopher Conderman | Rochester, Ny | Apr 2, 2025 | Mar 31, 2025 |
| Joseph Duane Palma | Rochester, Ny | Apr 4, 2025 | Mar 31, 2025 |
| Connie Lynn Gilderhus | Rochester, Ny | Apr 7, 2025 | Mar 31, 2025 |
| Daniel Masino | Rochester, Ny | Apr 7, 2025 | Mar 31, 2025 |
| John Nathan Podleski | Rochester, Ny | Apr 7, 2025 | Mar 31, 2025 |
| Lawrence Joseph Giangreco | Rochester, Ny | Apr 7, 2025 | Mar 31, 2025 |
| Todd Ellsworth Harris | Rochester, Ny | Apr 7, 2025 | Mar 31, 2025 |
| Zachary Koch | Rochester, Ny | Apr 7, 2025 | Mar 31, 2025 |
| Elliott Robert Morse | Rochester, Ny | Apr 21, 2025 | Mar 31, 2025 |
| Peter Martin Knittle | Rochester, Ny | Apr 21, 2025 | Mar 31, 2025 |
| Robert P. Morse | Rochester, Ny | Apr 21, 2025 | Mar 31, 2025 |
The rule
- Registrations ended
- Apr 2, 2025 to Apr 21, 2025
- Registered next
- Mar 31, 2025
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 7,884 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape