DFX Intelligence
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Team lift-out
4 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
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark B Levitch | Liverpool, Ny | Jun 20, 2025 | Jun 16, 2025 |
| Steven George Yazell | Alexandria Bay, Ny | Jun 24, 2025 | May 5, 2025 |
| Anthony J Bates | Liverpool, Ny | Jun 26, 2025 | Jul 30, 2025 |
| Scott Allen Curtis | Liverpool, Ny | Jun 26, 2025 | Jun 5, 2025 |
The rule
- Registrations ended
- Jun 20, 2025 to Jun 26, 2025
- Registered next
- May 5, 2025 to Jul 30, 2025
- Branch state
- NY
- Cities
- 2, most in Liverpool, Ny
- Registered there that day
- 26 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape