DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jacob Benjamin WoodDepew, NyJul 16, 2025Jul 16, 2025
Jeremy Isaac BeckDepew, NyJul 16, 2025Jul 16, 2025
Matthew Joseph PitrolaDepew, NyJul 16, 2025Jul 16, 2025
Tyler Mark SaccoDepew, NyJul 17, 2025Jul 16, 2025
The rule
Registrations ended
Jul 16, 2025 to Jul 17, 2025
Registered next
Jul 16, 2025
Branch state
NY
Cities
1, most in Depew, Ny
Registered there that day
3,479 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••