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 C•••••••• G••••• M•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sheri M Astorino | New York, Ny | Mar 26, 2025 | Mar 18, 2025 |
| Jason Shulman | Staten Island, Ny | Mar 28, 2025 | Mar 4, 2025 |
The rule
- Registrations ended
- Mar 26, 2025 to Mar 28, 2025
- Registered next
- Mar 4, 2025 to Mar 18, 2025
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 2,091 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape