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

9 advisors left M•• F•••••••• S•••••••• I••• for M••••••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad M. ListonDover, NhMar 25, 2017Aug 20, 2015
Daniel Ronald GagnonExeter, NhMar 25, 2017Jun 20, 2016
James Raymond DeardenHampton, NhMar 25, 2017Sep 16, 2015
James Theocharis DimosManchester, NhMar 25, 2017Mar 16, 2015
Kevin Leland KimballManchester, NhMar 25, 2017Mar 15, 2016
Michael T DimosManchester, NhMar 25, 2017Apr 7, 2016
Scott Dana Gordon-MaceyPeterborough, NhMar 25, 2017Feb 12, 2015
Walter David Jezak JrManchester, NhMar 25, 2017Jan 14, 2015
Wayne Frederick SlatteryExeter, NhMar 25, 2017Aug 10, 2015
The rule
Registrations ended
Mar 25, 2017
Registered next
Jan 14, 2015 to Jun 20, 2016
Branch state
NH
Cities
5, most in Manchester, Nh
Registered there that day
1,897 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape
Other teams out of M•• F•••••••• S•••••••• I•••Other teams into M••••••