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

6 advisors left B• R•••• W••••• A•••••••• I••• for A•••• W••••• A•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew BrowerJersey City, NjNov 26, 2024Nov 14, 2024
Daniel A ClapsJersey City, NjNov 26, 2024Nov 14, 2024
Graham FalboJersey City, NjNov 26, 2024Nov 15, 2024
James MotaJersey City, NjNov 26, 2024Nov 15, 2024
Juan Felipe MatallanaJersey City, NjNov 26, 2024Nov 14, 2024
Terron TidwellJersey City, NjNov 26, 2024Nov 14, 2024
The rule
Registrations ended
Nov 26, 2024
Registered next
Nov 14, 2024 to Nov 15, 2024
Branch state
NJ
Cities
1, most in Jersey City, Nj
Registered there that day
280 (people still on IAPD; an estimate)
Share of that headcount
2.1%
Succession by the destination
none on the tape
Other teams out of B• R•••• W••••• A•••••••• I•••Other teams into A•••• W••••• A•••••••• L••