DFX Intelligence
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Team lift-out
2 advisors left C••••••• S••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Richard Plantholt | Ithaca, Ny | Jun 14, 2019 | Jun 17, 2019 |
| Michael Richard Kenline | Williamsville, Ny | Jun 25, 2019 | Jun 24, 2019 |
The rule
- Registrations ended
- Jun 14, 2019 to Jun 25, 2019
- Registered next
- Jun 17, 2019 to Jun 24, 2019
- Branch state
- NY
- Cities
- 2, most in Ithaca, Ny
- Registered there that day
- 577 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape