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 H••• S••••••••• •••• I••• for C••••••• S••••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Timothy M OharaNew Hyde Park, NyOct 10, 2024Sep 23, 2024
David Jonathan WilcoxNew Hyde Park, NyOct 21, 2024Oct 10, 2024
The rule
Registrations ended
Oct 10, 2024 to Oct 21, 2024
Registered next
Sep 23, 2024 to Oct 10, 2024
Branch state
NY
Cities
1, most in New Hyde Park, Ny
Registered there that day
289 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape