DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left L•• F•••••••• L•• for M••••• W••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Kevin HoffarthRochester, NyMar 13, 2024Feb 29, 2024
David Matthew GermanoRochester, NyMar 13, 2024Mar 1, 2024
Kyle Miller DunnRochester, NyMar 13, 2024Mar 1, 2024
Michelle Lyn CannanRochester, NyMar 13, 2024Feb 29, 2024
Stephen Douglas HowlesRochester, NyMar 13, 2024Mar 1, 2024
The rule
Registrations ended
Mar 13, 2024
Registered next
Feb 29, 2024 to Mar 1, 2024
Branch state
NY
Cities
1, most in Rochester, Ny
Registered there that day
16,195 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into M••••• W••••• M••••••••• L••