DFX 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
2 advisors left A••••• A•• P••••••• S••••••• for C••••••••• F•••••••• N••••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Joseph Lane | Latham, Ny | Nov 13, 2020 | Jul 6, 2021 |
| Michael Patrick Hannon | Latham, Ny | Nov 13, 2020 | Feb 17, 2021 |
| Richard S Marx | New York, Ny | Nov 13, 2020 | Aug 2, 2021 |
The rule
- Registrations ended
- Nov 13, 2020
- Registered next
- Feb 17, 2021 to Aug 2, 2021
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 1,255 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape