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
4 advisors left R•• R•••••••• L•• for R•• S••••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carolyn June Finer | New York, Ny | Apr 19, 2022 | Aug 20, 2021 |
| Brian Ing Pu Hsieh | New York, Ny | Apr 28, 2022 | Apr 28, 2022 |
| Ramy David Antar | New York, Ny | Apr 28, 2022 | Apr 28, 2022 |
The rule
- Registrations ended
- Apr 19, 2022 to Apr 28, 2022
- Registered next
- Aug 20, 2021 to Apr 28, 2022
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 104 (people still on IAPD; an estimate)
- Share of that headcount
- 3.8%
- Succession by the destination
- none on the tape