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
2 advisors left C•••••• G•••• • C• I•• for W•• A•••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Michael Jones | Amherst, Ny | Mar 25, 2024 | Apr 8, 2024 |
| Paige Taylor Lunghino | Williamsville, Ny | Mar 25, 2024 | Jan 28, 2021 |
The rule
- Registrations ended
- Mar 25, 2024
- Registered next
- Jan 28, 2021 to Apr 8, 2024
- Branch state
- NY
- Cities
- 2, most in Williamsville, Ny
- Registered there that day
- 443 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape