DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left S•••• F•••••••• G••••• L•• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jolie MccarthyCorning, NySep 14, 2026Sep 1, 2026
Michelle Socha VangCorning, NySep 14, 2026Sep 1, 2026
The rule
Registrations ended
Sep 14, 2026
Registered next
Sep 1, 2026
Branch state
NY
Cities
1, most in Corning, Ny
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S•••• F•••••••• G••••• L••Other teams into S••••• W••••• M•••••••••