DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for T••••••••• W••••• A•••••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad W GoodchildPittsford, NyJun 21, 2021Jun 18, 2021
Christine Diane FusarePittsford, NyJun 21, 2021Jun 18, 2021
Devyn Amber LittlePittsford, NyJun 21, 2021Jun 18, 2021
Jacob William SchlichtPittsford, NyJun 21, 2021Jun 18, 2021
The rule
Registrations ended
Jun 21, 2021
Registered next
Jun 18, 2021
Branch state
NY
Cities
1, most in Pittsford, Ny
Registered there that day
22,297 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into T••••••••• W••••• A•••••••