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
4 advisors left C••• L•• for N•••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin Murray | Milldale, Ct | Dec 31, 2023 | Jan 2, 2024 |
| Jaclyn A Hissick | Milldale, Ct | Dec 31, 2023 | Jan 2, 2024 |
| Kevin H Christopher | Milldale, Ct | Dec 31, 2023 | Jan 2, 2024 |
| Matthew Mark Glatt | Milldale, Ct | Dec 31, 2023 | Jan 2, 2024 |
| Ty Bongiovanni | Milldale, Ct | Dec 31, 2023 | Jan 2, 2024 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Jan 2, 2024
- Branch state
- CT
- Cities
- 1, most in Milldale, Ct
- Registered there that day
- 466 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape