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

10 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for U•••• A••••••• L••

BD affiliatedtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph MarasciulloLong Island City, NyMay 1, 2018Sep 3, 2021
Kamar PlunkettNew York, NyMay 1, 2018Aug 2, 2018
Kelvern ChenNew York, NyMay 1, 2018Aug 1, 2018
Rico OtwayNew York, NyMay 1, 2018Jul 31, 2018
Sammy CarrasquilloLong Island City, NyMay 1, 2018Aug 9, 2018
Tuo Sheng MeiNew York, NyMay 1, 2018Aug 2, 2018
Anthony FornataleNew York, NyMay 2, 2018Aug 1, 2018
Nishchay AroraNew York, NyMay 2, 2018Aug 8, 2018
Simon K ChanNew York, NyMay 2, 2018Aug 2, 2018
Yuet Fu LeeNew York, NyMay 2, 2018Aug 8, 2018
The rule
Registrations ended
May 1, 2018 to May 2, 2018
Registered next
Jul 31, 2018 to Sep 3, 2021
Branch state
NY
Cities
2, most in New York, Ny
Registered there that day
3,789 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into U•••• A••••••• L••