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.

2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for M••••••

Team lift-outjoined M••••••
No date on record · this record
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Zachary OyerNaples, FlSep 22, 2021Sep 13, 2021
John Anthony CombiasNaples, FlSep 23, 2021Sep 10, 2021
The rule
Registrations ended
Sep 22, 2021 to Sep 23, 2021
Registered next
Sep 10, 2021 to Sep 13, 2021
Branch state
FL
Cities
1, most in Naples, Fl
Registered there that day
2,996 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C•••••••• I••••••••• R••••••• A•••••••• I•••Other teams into M••••••