DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for T•• A•••••••• G••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alex Barrese | New Paltz, Ny | Apr 13, 2026 | Mar 31, 2026 |
| Anthony Joseph Barrese | New Paltz, Ny | Apr 14, 2026 | Mar 31, 2026 |
| Steven Brian Smith | New Paltz, Ny | Apr 27, 2026 | Mar 31, 2026 |
The rule
- Registrations ended
- Apr 13, 2026 to Apr 27, 2026
- Registered next
- Mar 31, 2026
- Branch state
- NY
- Cities
- 1, most in New Paltz, Ny
- Registered there that day
- 22,320 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape