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

3 advisors left J••••• M••••••••• S•••• L•• for R•• C•••••• M••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Theodore Frank BinderSyracuse, NyMay 14, 2025May 9, 2025
Devin Marquis WhiteSyracuse, NyMay 20, 2025May 9, 2025
Jacob Theodore BinderSyracuse, NyMay 20, 2025May 9, 2025
The rule
Registrations ended
May 14, 2025 to May 20, 2025
Registered next
May 9, 2025
Branch state
NY
Cities
1, most in Syracuse, Ny
Registered there that day
1,231 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of J••••• M••••••••• S•••• L••Other teams into R•• C•••••• M••••••• L••