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
2 advisors left E•••••••• A•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott Pollack | New York, Ny | Oct 12, 2018 | Nov 5, 2018 |
| Jacob Siano Whalen | Melville, Ny | Oct 19, 2018 | Dec 18, 2018 |
The rule
- Registrations ended
- Oct 12, 2018 to Oct 19, 2018
- Registered next
- Nov 5, 2018 to Dec 18, 2018
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 2,366 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape