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
6 advisors left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony John Marciano | Cromwell, Ct | Nov 24, 2025 | Nov 18, 2025 |
| Nahid Noory | Westport, Ct | Dec 1, 2025 | Nov 26, 2025 |
| Kusum Ramchandani | Middletown, Ct | Dec 11, 2025 | Dec 5, 2025 |
| Maxwell Edward Mclenna | Wallingford, Ct | Dec 11, 2025 | Dec 5, 2025 |
| Seth John Burzycki | Mystic, Ct | Dec 12, 2025 | Dec 8, 2025 |
The rule
- Registrations ended
- Nov 24, 2025 to Dec 26, 2025
- Registered next
- Nov 18, 2025 to Dec 8, 2025
- Branch state
- CT
- Cities
- 5, most in Mystic, Ct
- Registered there that day
- 21,555 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.