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
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carl Charles Lanza | Hauppauge, Ny | Nov 6, 2023 | Nov 2, 2023 |
| Damon Guy Marra | Hauppauge, Ny | Nov 6, 2023 | Nov 2, 2023 |
| Brandon Xavier Sperling | Hauppauge, Ny | Nov 8, 2023 | Nov 2, 2023 |
The rule
- Registrations ended
- Nov 6, 2023 to Nov 8, 2023
- Registered next
- Nov 2, 2023
- Branch state
- NY
- Cities
- 1, most in Hauppauge, Ny
- Registered there that day
- 5,525 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape