DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for K•• I••••••••• S••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Montreuil | Brockport, Ny | Nov 10, 2022 | Nov 3, 2022 |
| Kristian Alexander Vartabedian | Whitesboro, Ny | Nov 10, 2022 | Nov 1, 2022 |
The rule
- Registrations ended
- Nov 10, 2022
- Registered next
- Nov 1, 2022 to Nov 3, 2022
- Branch state
- NY
- Cities
- 2, most in Rochester, Ny
- Registered there that day
- 13,953 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape