DFX Intelligence
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Team lift-out
2 advisors left B••••• F•••••• W••••• M••••••••• L•• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon James Butler | Webster, Ny | Apr 21, 2026 | Mar 21, 2024 |
| Vincent Dallo | Webster, Ny | Apr 21, 2026 | Mar 22, 2024 |
The rule
- Registrations ended
- Apr 21, 2026
- Registered next
- Mar 21, 2024 to Mar 22, 2024
- Branch state
- NY
- Cities
- 1, most in Webster, Ny
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape