DFX Intelligence
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Team lift-out
2 advisors left H•••••• T••••••• • K•••• L•• for V•••••• A•••••••• I•••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Hanna Goodfellow | Pittsford, Ny | Aug 4, 2020 | Aug 3, 2020 |
| Randy Steven Schuster | Pittsford, Ny | Aug 4, 2020 | Aug 3, 2020 |
The rule
- Registrations ended
- Aug 4, 2020
- Registered next
- Aug 3, 2020
- Branch state
- NY
- Cities
- 1, most in Pittsford, Ny
- Registered there that day
- 380 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape