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.

Team lift-out

7 advisors left O•••• F•• I••• for C••••••••• F•••••••• N••••••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael James MuffolettoLancaster, NyMar 18, 2024Mar 18, 2024
Michael Kevin ConwayHamburg, NyMar 18, 2024Mar 18, 2024
John Scott BirkbyLancaster, NyMar 20, 2024Mar 18, 2024
Kevin C BirtHamburg, NyMar 21, 2024Mar 18, 2024
Nels Clifford NelsonLancaster, NyMar 21, 2024Mar 18, 2024
Ronald John YovieneHamburg, NyMar 27, 2024Mar 18, 2024
Craig Steven ClarkHamburg, NyMar 28, 2024Mar 18, 2024
The rule
Registrations ended
Mar 18, 2024 to Mar 28, 2024
Registered next
Mar 18, 2024
Branch state
NY
Cities
2, most in Hamburg, Ny
Registered there that day
310 (people still on IAPD; an estimate)
Share of that headcount
2.3%
Succession by the destination
none on the tape
Other teams out of O•••• F•• I•••Other teams into C••••••••• F•••••••• N••••••