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

4 advisors left W•••• F•••• A••••••• for T•• P•••• G•••• W••••• M••••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Angelo Anthony CostanzaVictor, NyOct 4, 2021Aug 18, 2021
Anthony Salvatore PittiVictor, NyOct 4, 2021Oct 10, 2021
Matthew Salvatore PittiVictor, NyOct 4, 2021Aug 24, 2021
Salvatore Joseph PittiVictor, NyOct 4, 2021Aug 18, 2021
The rule
Registrations ended
Oct 4, 2021
Registered next
Aug 18, 2021 to Oct 10, 2021
Branch state
NY
Cities
1, most in Victor, Ny
Registered there that day
1,585 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into T•• P•••• G•••• W••••• M••••••••• L••