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 F• A••••••• S•••••••• L••• for C••••••••• W••••• P•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jill Christine Wagner | New York, Ny | Aug 19, 2025 | Jul 29, 2025 |
| Joy Zilan Liu | New York, Ny | Aug 19, 2025 | Jul 29, 2025 |
| Kadri Claude Augustin | Brooklyn, Ny | Aug 19, 2025 | May 22, 2025 |
| Tina Hang | Astoria, Ny | Aug 19, 2025 | Jun 2, 2025 |
The rule
- Registrations ended
- Aug 19, 2025
- Registered next
- May 22, 2025 to Jul 29, 2025
- Branch state
- NY
- Cities
- 3, most in New York, Ny
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape