DFX Intelligence
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Team lift-out
3 advisors left E•• F•••••••• A••••••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Vanderhoof | Herkimer, Ny | Sep 18, 2025 | Sep 17, 2025 |
| Jarrod Perry | Herkimer, Ny | Sep 22, 2025 | Sep 18, 2025 |
| Derek A Meka | Herkimer, Ny | Sep 30, 2025 | Sep 17, 2025 |
The rule
- Registrations ended
- Sep 18, 2025 to Sep 30, 2025
- Registered next
- Sep 17, 2025 to Sep 18, 2025
- Branch state
- NY
- Cities
- 1, most in Herkimer, Ny
- Registered there that day
- 454 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape