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RIA Intelligence

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Firm absorbed

10 advisors left Q•• A•••• M••••••••• I•• for W••••• E••••••••• A••••••• S•••••••• L••

mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Romeo BernierPittsford, NyNov 29, 2021Nov 2, 2021
Christopher Kevin HoffarthPittsford, NyNov 29, 2021Nov 2, 2021
Colby Loomis FeanePittsford, NyNov 29, 2021Nov 2, 2021
David Faris KhalilPittsford, NyNov 29, 2021Nov 2, 2021
Eric Nicholas AlvitoPittsford, NyNov 29, 2021Nov 2, 2021
Gerald FurcinitiPittsford, NyNov 29, 2021Nov 2, 2021
Gregory TedonePittsford, NyNov 29, 2021Nov 2, 2021
Harold Edward ShillPittsford, NyNov 29, 2021Nov 2, 2021
Michael KiviatPittsford, NyNov 29, 2021Nov 2, 2021
Timothy M. MaherPittsford, NyNov 29, 2021Nov 2, 2021
The rule
Registrations ended
Nov 29, 2021
Registered next
Nov 2, 2021
Branch state
NY
Cities
1, most in Pittsford, Ny
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of Q•• A•••• M••••••••• I••Other teams into W••••• E••••••••• A••••••• S•••••••• L••