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 B•• M••••• S••••••••• C••••••••• for L•• F•••••••• L••
othertoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Thomas William Perini | New York, Ny | Jun 21, 2023 | Mar 21, 2024 |
| Patrick Thomas Levendusky | New York, Ny | Jun 30, 2023 | Sep 29, 2023 |
The rule
- Registrations ended
- Jun 21, 2023 to Jun 30, 2023
- Registered next
- Sep 29, 2023 to Mar 21, 2024
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 52 (people still on IAPD; an estimate)
- Share of that headcount
- 3.8%
- Succession by the destination
- none on the tape