DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left I•• F•••••••• S•••••••• I•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad Erwin ColbertLiverpool, NyMay 30, 2025May 5, 2025
Jeffrey Mark DunseathLiverpool, NyMay 30, 2025May 1, 2025
Robert Mathew MoskwaLiverpool, NyMay 30, 2025May 2, 2025
Samuel Scott BianchiLiverpool, NyMay 30, 2025May 1, 2025
Dennis Alan BelardinelliEndicott, NyJun 4, 2025May 6, 2025
Howard Martin ModellLiverpool, NyJun 4, 2025May 9, 2025
Todd Howard GlennLiverpool, NyJun 4, 2025May 7, 2025
The rule
Registrations ended
May 30, 2025 to Jun 4, 2025
Registered next
May 1, 2025 to May 9, 2025
Branch state
NY
Cities
2, most in Liverpool, Ny
Registered there that day
34 (people still on IAPD; an estimate)
Share of that headcount
21%
Succession by the destination
none on the tape
Other teams out of I•• F•••••••• S•••••••• I••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••