DFX Intelligence
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Team lift-out
2 advisors left D••••••••• W••••• A••••••• L•• for V••• F•••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brannigan James Judge | Rochester, Ny | Jul 5, 2024 | May 29, 2024 |
| John Paul Harmatuk | Rochester, Ny | Jul 5, 2024 | May 21, 2024 |
The rule
- Registrations ended
- Jul 5, 2024
- Registered next
- May 21, 2024 to May 29, 2024
- Branch state
- NY
- Cities
- 1, most in Rochester, 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