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
2 advisors left P•• W••••• M••••••••• for K•• I••••••••• S••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ankit Patel | Cleveland, Oh | Nov 1, 2018 | Apr 16, 2019 |
| Stephen D'Alessandro | Cleveland, Oh | Nov 1, 2018 | Oct 30, 2018 |
The rule
- Registrations ended
- Nov 1, 2018
- Registered next
- Oct 30, 2018 to Apr 16, 2019
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 855 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape