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 A•••• C•••••• C•••• for E•••••••• A•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jerry Lawrence Goldblum | Melville, Ny | Oct 19, 2022 | Oct 19, 2022 |
| Jan Lee Getto | Melville, Ny | Oct 25, 2022 | Oct 21, 2022 |
The rule
- Registrations ended
- Oct 19, 2022 to Oct 25, 2022
- Registered next
- Oct 19, 2022 to Oct 21, 2022
- Branch state
- NY
- Cities
- 1, most in Melville, Ny
- Registered there that day
- 52 (people still on IAPD; an estimate)
- Share of that headcount
- 3.8%
- Succession by the destination
- none on the tape