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

3 advisors left O•••• F•• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Gina Marie MannWappingers Falls, NySep 16, 2024Sep 6, 2024
Erik DamersWest Fulton, NySep 25, 2024Sep 24, 2024
Scott Raymond FoxJericho, NyOct 1, 2024Oct 1, 2024
The rule
Registrations ended
Sep 16, 2024 to Oct 1, 2024
Registered next
Sep 6, 2024 to Oct 1, 2024
Branch state
NY
Cities
3, most in Wappingers Falls, Ny
Registered there that day
944 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape