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 P••••••••• P••••••• S••••••• for B•••••••• F•••••••• W••••• A••••••• L••
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Jason Segal | Holbrook, Ny | Jul 13, 2017 | Jul 17, 2017 |
| Philip Nathanael Piedt | Holbrook, Ny | Jul 13, 2017 | Jul 17, 2017 |
The rule
- Registrations ended
- Jul 13, 2017
- Registered next
- Jul 17, 2017
- Branch state
- NY
- Cities
- 1, most in Holbrook, Ny
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape