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.
2 advisors left M••••• S•••••• for U•• F•••••••• S••••••• I•••
Team lift-outjoined U•• F•••••••• S••••••• I•••
No date on record · this record
No date on record · this record
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kaitlin H Weaver | New York, Ny | Jun 20, 2025 | Jun 12, 2025 |
| Mellany G Bagtas | New York, Ny | Jun 20, 2025 | Jun 12, 2025 |
The rule
- Registrations ended
- Jun 20, 2025
- Registered next
- Jun 12, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 21,401 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape