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.
2 advisors left C•••••••• G••••• M•••••• I••• for J••• M••••• S••••••••• L••
Team lift-outjoined J••• M••••• S••••••••• L••
No date on record · this record
No date on record · this record
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy James O'Mara | New York, Ny | Mar 29, 2023 | Aug 30, 2024 |
| Brian Mauthe | New York, Ny | Apr 4, 2023 | Mar 31, 2023 |
The rule
- Registrations ended
- Mar 29, 2023 to Apr 4, 2023
- Registered next
- Mar 31, 2023 to Aug 30, 2024
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 2,077 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape