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
6 advisors left C••••••••• F•••••••• N•••••• for T•• A•••••••• G••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Alfred Constantino | Pittsford, Ny | Dec 4, 2023 | Dec 1, 2023 |
| Christine Ann Lane | Rochester, Ny | Dec 4, 2023 | Dec 1, 2023 |
| Jessica L. Ferrindino | Rochester, Ny | Dec 4, 2023 | Dec 1, 2023 |
| Lisa Marie Capizzi | Rochester, Ny | Dec 11, 2023 | Dec 1, 2023 |
| John Robert Bleier | Rochester, Ny | Dec 12, 2023 | Dec 1, 2023 |
| Tonya Bongiovanni Wester | Rochester, Ny | Dec 12, 2023 | Dec 1, 2023 |
The rule
- Registrations ended
- Dec 4, 2023 to Dec 12, 2023
- Registered next
- Dec 1, 2023
- Branch state
- NY
- Cities
- 2, most in Rochester, Ny
- Registered there that day
- 3,111 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape