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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ann Marie Williams | Buffalo, Ny | Feb 16, 2023 | Jan 20, 2023 |
| Michael C Cannon | Poughkeepsie, Ny | Feb 16, 2023 | Jan 26, 2023 |
The rule
- Registrations ended
- Feb 16, 2023
- Registered next
- Jan 20, 2023 to Jan 26, 2023
- Branch state
- NY
- Cities
- 2, most in Buffalo, Ny
- Registered there that day
- 19,233 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape