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

7 advisors left S•••••••• I••••••••• M••••••••• for A••••• A•• P••••••• S•••••••

BD affiliatedtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Munib RichaniSaint Louis, MoMar 7, 2018Mar 28, 2018
Brian Richard BenacciSaint Louis, MoMar 7, 2018Jun 14, 2018
Carl Steven RankinSaint Louis, MoMar 7, 2018May 8, 2018
Peter Thomas BerkerySaint Louis, MoMar 7, 2018Aug 9, 2022
Scott Michael MarshallSaint Louis, MoMar 8, 2018Dec 24, 2020
Andrew R MoralesSaint Louis, MoMar 9, 2018May 25, 2021
Svetlana ZuyevaSaint Louis, MoMar 9, 2018Jan 30, 2019
The rule
Registrations ended
Mar 7, 2018 to Mar 9, 2018
Registered next
Mar 28, 2018 to Aug 9, 2022
Branch state
MO
Cities
1, most in Saint Louis, Mo
Registered there that day
342 (people still on IAPD; an estimate)
Share of that headcount
2.0%
Succession by the destination
none on the tape
Other teams out of S•••••••• I••••••••• M•••••••••Other teams into A••••• A•• P••••••• S•••••••