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 R•• C•••••• M••••••• L•• for M••••• S••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph M Jamison | Oyster Bay, Ny | Apr 8, 2025 | Mar 21, 2025 |
| Stephanie Anne Zayicek | East Quogue, Ny | Apr 8, 2025 | Mar 21, 2025 |
The rule
- Registrations ended
- Apr 8, 2025
- Registered next
- Mar 21, 2025
- Branch state
- NY
- Cities
- 2, most in East Quogue, Ny
- Registered there that day
- 3,445 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape