DFX Intelligence
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Team lift-out
2 advisors left B••••••• S••••••••• C•••• for S•••••••• L••••• A•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Mark Braunstein | Hamburg, Ny | Dec 31, 2025 | Nov 6, 2025 |
| James Gordon Taylor | Hamburg, Ny | Dec 31, 2025 | Jun 29, 2022 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Jun 29, 2022 to Nov 6, 2025
- Branch state
- NY
- Cities
- 2, most in Rochester, Ny
- Registered there that day
- 27 (people still on IAPD; an estimate)
- Share of that headcount
- 7.4%
- Succession by the destination
- none on the tape