DFX Intelligence
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Team lift-out
2 advisors left B••••••• S••••••••• C•••• for S•••• R•••• • C••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua David Slish | Rochester, Ny | Sep 29, 2023 | Sep 29, 2023 |
| Patrick Stewart Cicchetti | Rochester, Ny | Sep 29, 2023 | Sep 29, 2023 |
The rule
- Registrations ended
- Sep 29, 2023
- Registered next
- Sep 29, 2023
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 26 (people still on IAPD; an estimate)
- Share of that headcount
- 7.7%
- Succession by the destination
- none on the tape