DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for I••••••••• P•••••••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lee S Woodring | Pittsford, Ny | Jan 6, 2025 | Jan 3, 2025 |
| Robert J Leroy | Pittsford, Ny | Jan 6, 2025 | Jan 3, 2025 |
The rule
- Registrations ended
- Jan 6, 2025
- Registered next
- Jan 3, 2025
- Branch state
- NY
- Cities
- 1, most in Pittsford, Ny
- Registered there that day
- 24,142 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape