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
3 advisors left W••••••••• L•• for M••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Christopher Knaust | Albany, Ny | Oct 2, 2023 | Sep 25, 2023 |
| John Cole Buff | Albany, Ny | Oct 2, 2023 | Sep 25, 2023 |
| Nicholas Reid Kopff | Albany, Ny | Oct 2, 2023 | Sep 25, 2023 |
The rule
- Registrations ended
- Oct 2, 2023
- Registered next
- Sep 25, 2023
- Branch state
- NY
- Cities
- 1, most in Albany, Ny
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- a succession within a year (Mar 4, 2024), not necessarily this firm