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 L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael George EverethAmherst Williamsville, NyNov 1, 2023Oct 12, 2023
Nathan William IbarraAmherst Williamsville, NyNov 1, 2023Oct 12, 2023
Steven T BarberAmherst Williamsville, NyNov 1, 2023Oct 12, 2023
The rule
Registrations ended
Nov 1, 2023
Registered next
Oct 12, 2023
Branch state
NY
Cities
1, most in Amherst Williamsville, Ny
Registered there that day
1,195 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of J••••• M••••••••• S•••• L••Other teams into L•• F•••••••• L••