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

4 advisors left W•••• F•••• A••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Eric Lee SternPurchase, NyAug 11, 2020Nov 5, 2020
Nykea Genene HughesPurchase, NyAug 11, 2020Aug 7, 2020
Ralph L RogersWhite Plains, NyAug 11, 2020Aug 7, 2020
Roger Michael SternMelville, NyAug 11, 2020Aug 7, 2020
The rule
Registrations ended
Aug 11, 2020
Registered next
Aug 7, 2020 to Nov 5, 2020
Branch state
NY
Cities
3, most in Purchase, Ny
Registered there that day
14,344 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into M••••• S••••••