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••••••• C••••••••• I••• for D••••••••• F•••••••• G••••• L••
institutionaltono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Louise Mielnicki | Utica, Ny | Mar 25, 2024 | Apr 25, 2014 |
| Laurie Ann Schoen | Utica, Ny | Mar 25, 2024 | Apr 25, 2014 |
The rule
- Registrations ended
- Mar 25, 2024
- Registered next
- Apr 25, 2014
- Branch state
- NY
- Cities
- 1, most in Utica, Ny
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape