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
3 advisors left C••••• I••••••••• A••••••• L•• for C•• F••••••••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Patrick Calio | Newark, De | Mar 19, 2024 | May 23, 2024 |
| Zachary Joseph Stone | Newark, De | Mar 19, 2024 | May 23, 2024 |
| Shane Arthur Galante | Newark, De | Mar 22, 2024 | May 23, 2024 |
The rule
- Registrations ended
- Mar 19, 2024 to Mar 22, 2024
- Registered next
- May 23, 2024
- Branch state
- DE
- Cities
- 1, most in Newark, De
- Registered there that day
- 6,148 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape