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
3 advisors left P••• A••••• S••••••••• L•• for A••••• W••••• M••••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Todd Stewart Levy | Jericho, Ny | Jan 23, 2017 | Apr 3, 2017 |
| Adam Nalewajek | New York, Ny | Jan 25, 2017 | May 10, 2017 |
| Jeffrey Bart Perlmutter | Rye Brook, Ny | Jan 26, 2017 | Apr 3, 2017 |
The rule
- Registrations ended
- Jan 23, 2017 to Jan 26, 2017
- Registered next
- Apr 3, 2017 to May 10, 2017
- Branch state
- NY
- Cities
- 3, most in Jericho, Ny
- Registered there that day
- 1,057 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape