DFX 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
David Michael BurgioDepew, NyAug 15, 2025Aug 15, 2025
David Russel BurgioDepew, NyAug 15, 2025Aug 15, 2025
Michael Robert Thomas MalaneyDepew, NyAug 15, 2025Aug 15, 2025
Mary Margaret MccaffertyHamburg, NyAug 18, 2025Aug 15, 2025
The rule
Registrations ended
Aug 15, 2025 to Aug 18, 2025
Registered next
Aug 15, 2025
Branch state
NY
Cities
2, most in Depew, Ny
Registered there that day
3,413 (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••