DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left J••••• M••••••••• S•••• L•• for R••••••••• C•••••• M•••••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dedra Brust | Albany, Ny | Feb 24, 2025 | Jan 31, 2025 |
| Jeffrey James Pollard | Albany, Ny | Feb 24, 2025 | Jan 31, 2025 |
| John Edward Carl | Albany, Ny | Feb 24, 2025 | Jan 31, 2025 |
| Luke John Saddlemire | Saratoga Springs, Ny | Feb 24, 2025 | Jan 31, 2025 |
The rule
- Registrations ended
- Feb 24, 2025
- Registered next
- Jan 31, 2025
- Branch state
- NY
- Cities
- 2, most in Albany, Ny
- Registered there that day
- 1,239 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape