DFX Intelligence
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Team lift-out
2 advisors left N••• F•••••••• G••••• I••• for S•••••••• A•••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Joseph Ungaro | Williamsville, Ny | May 22, 2025 | Aug 16, 2017 |
| Kenneth William Wolf | Williamsville, Ny | May 22, 2025 | Aug 16, 2017 |
The rule
- Registrations ended
- May 22, 2025
- Registered next
- Aug 16, 2017
- Branch state
- NY
- Cities
- 1, most in Williamsville, Ny
- Registered there that day
- 261 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape