DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alicia BirchBuffalo, NyAug 21, 2024Aug 20, 2024
Christopher John ScottBuffalo, NyAug 21, 2024Aug 20, 2024
Jaclyn M GreinerWilliamsville, NyAug 21, 2024Aug 20, 2024
Jeffrey Parkman BakerNew York, NyAug 21, 2024Aug 20, 2024
Kevin KleinBuffalo, NyAug 21, 2024Aug 20, 2024
Michael Allen GatesBatavia, NyAug 21, 2024Aug 20, 2024
Salvatore GandolfoWilliamsville, NyAug 21, 2024Aug 20, 2024
The rule
Registrations ended
Aug 21, 2024
Registered next
Aug 20, 2024
Branch state
NY
Cities
4, most in Buffalo, Ny
Registered there that day
23,617 (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 R•••••• J•••• • A••••••••• I•••