DFX Intelligence
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Team lift-out
2 advisors left E•••••••• A•••••••• L•• for L•• E••••••••• L••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Devin Michael Green | Rochester, Ny | Sep 18, 2024 | Dec 17, 2024 |
| Theodore Katelas | New York, Ny | Sep 30, 2024 | Feb 24, 2025 |
The rule
- Registrations ended
- Sep 18, 2024 to Sep 30, 2024
- Registered next
- Dec 17, 2024 to Feb 24, 2025
- Branch state
- NY
- Cities
- 2, most in Rochester, Ny
- Registered there that day
- 3,690 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape