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 S••••••••• A•••••• A•••••••• I••• for R•••••• W••••• A•••••••• I•••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Anthony Sutkaitis | West Hartford, Ct | May 2, 2023 | May 2, 2023 |
| Jason Hand | West Hartford, Ct | May 2, 2023 | May 1, 2023 |
| Jay Gershman | West Hartford, Ct | May 2, 2023 | May 1, 2023 |
The rule
- Registrations ended
- May 2, 2023
- Registered next
- May 1, 2023 to May 2, 2023
- Branch state
- CT
- Cities
- 1, most in West Hartford, Ct
- Registered there that day
- 1,913 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape