DFX Intelligence

RIA 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

6 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
Allen Vincent VitaleRochester, NyFeb 9, 2026Feb 9, 2026
Daniel Michael SchmitzWest Henrietta, NyFeb 9, 2026Feb 9, 2026
Gregory Michael SchulerGeneseo, NyFeb 9, 2026Feb 9, 2026
Jeffrey Thomas SantilloRochester, NyFeb 9, 2026Feb 9, 2026
Michael Raymond McnaughtonGeneseo, NyFeb 9, 2026Feb 9, 2026
Traci Anne LewisGeneseo, NyFeb 9, 2026Feb 9, 2026
The rule
Registrations ended
Feb 9, 2026
Registered next
Feb 9, 2026
Branch state
NY
Cities
2, most in Geneseo, Ny
Registered there that day
3,043 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••