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 M••••• S•••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tracy Michelle Saylor | Purchase, Ny | Jan 15, 2019 | Jan 8, 2020 |
| Jeffrey Turner Jones | Utica, Ny | Jan 22, 2019 | Dec 5, 2019 |
The rule
- Registrations ended
- Jan 15, 2019 to Jan 22, 2019
- Registered next
- Dec 5, 2019 to Jan 8, 2020
- Branch state
- NY
- Cities
- 2, most in Purchase, Ny
- Registered there that day
- 14,940 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape