DFX Intelligence

RIA 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

5 advisors left T•• P••••••• F•••••••• G•••• for P••••••• F•••••••• S••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Frank GerkenMelville, NyDec 31, 2021Dec 21, 2021
Jay L NathanMelville, NyDec 31, 2021Dec 21, 2021
Luciano Santino MarcianoMelville, NyDec 31, 2021Dec 22, 2021
Michael Allan GoldfederMelville, NyDec 31, 2021Dec 21, 2021
Sean Peter RooneyMelville, NyDec 31, 2021Dec 21, 2021
The rule
Registrations ended
Dec 31, 2021
Registered next
Dec 21, 2021 to Dec 22, 2021
Branch state
NY
Cities
1, most in Melville, Ny
Registered there that day
40 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape
Other teams out of T•• P••••••• F•••••••• G••••Other teams into P••••••• F•••••••• S••••••• L••