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.

Firm absorbed

9 advisors left W••••••••• A••••••• for W••••••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Allaire Louise LangdonNew York, NyJul 5, 2022Jun 29, 2022
Andrew ArkNew York, NyJul 5, 2022Jun 29, 2022
Andrew Scott MacaleerNew York, NyJul 5, 2022Jun 29, 2022
Christopher John LeddyNew York, NyJul 5, 2022Jun 29, 2022
Gregory Kevin ReynholdsNew York, NyJul 5, 2022Jun 29, 2022
John Michael KovacsNew York, NyJul 5, 2022Jun 29, 2022
Rick Pierce Van BenschotenNew York, NyJul 5, 2022Jun 30, 2022
Samuel FishelbergNew York, NyJul 5, 2022Jun 29, 2022
Thomas John KavanaghNew York, NyJul 5, 2022Jun 29, 2022
The rule
Registrations ended
Jul 5, 2022
Registered next
Jun 29, 2022 to Jun 30, 2022
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape