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

4 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Stephney Heather GordonNew York, NyOct 20, 2021Oct 19, 2021
Juan Alejandro SotoNew York, NyNov 1, 2021Oct 28, 2021
Walter BellNew York, NyNov 15, 2021Nov 8, 2021
Gaetano D'AmatoNew York, NyNov 19, 2021Nov 24, 2021
The rule
Registrations ended
Oct 20, 2021 to Nov 19, 2021
Registered next
Oct 19, 2021 to Nov 24, 2021
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
17,656 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into M•••••• L••••• P•••••• F••••• • S•••• I•••••••••