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 S••••• • E••••••••• I••••••••• A•••••••• L•• for P•••••• A•••• M••••••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Nov 6, 2018 to Apr 4, 2025
- Branch state
- NY
- Cities
- 1, most in Montebello, Ny
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape