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.

Firm absorbed

9 advisors left P• W••••• M••••••••• L•• for P•••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Edmond SukalicNew York, NyDec 19, 2022Nov 15, 2022
Gabe Michael WoloskyNew York, NyDec 19, 2022Dec 22, 2022
James Riley WeikartNew York, NyDec 19, 2022Nov 16, 2022
Mark Joel AckermanNew York, NyDec 19, 2022Apr 17, 2023
Shelley Diane MartinNew York, NyDec 19, 2022Mar 9, 2023
Steven BernknopfNew York, NyDec 19, 2022Nov 15, 2022
Steven Lee TopalNew York, NyDec 19, 2022Dec 22, 2022
Thomas Joseph HaggertyNew York, NyDec 19, 2022Nov 16, 2022
Marc Adam SpechtNew York, NyDec 31, 2022Nov 15, 2022
The rule
Registrations ended
Dec 19, 2022 to Dec 31, 2022
Registered next
Nov 15, 2022 to Apr 17, 2023
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
90%
Succession by the destination
none on the tape
Other teams out of P• W••••• M••••••••• L••Other teams into P•••••• W••••• M••••••••• L••