DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left E•• F•••••••• A••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Michael Cellen | Latham, Ny | Jun 25, 2026 | Jun 24, 2026 |
| Jessica Marie Istchenko | Latham, Ny | Jun 26, 2026 | Jun 26, 2026 |
The rule
- Registrations ended
- Jun 25, 2026 to Jun 26, 2026
- Registered next
- Jun 24, 2026 to Jun 26, 2026
- Branch state
- NY
- Cities
- 1, most in Latham, Ny
- Registered there that day
- 498 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape