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.
Firm absorbed
3 advisors left N•••• R•••• S••••••••• C•••• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Howard Genden | Melville, Ny | Feb 4, 2019 | Jun 29, 2023 |
| Jeffrey Charles Lewis | Melville, Ny | Feb 4, 2019 | Jun 29, 2023 |
| Joseph Hiram Clinard | Melville, Ny | Feb 4, 2019 | Jun 29, 2023 |
The rule
- Registrations ended
- Feb 4, 2019
- Registered next
- Jun 29, 2023
- Branch state
- NY
- Cities
- 1, most in Melville, Ny
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape