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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin O'Shea | New York, Ny | Mar 21, 2025 | Mar 20, 2025 |
| Jacob Richard Aaronson | New York, Ny | Mar 25, 2025 | May 20, 2025 |
The rule
- Registrations ended
- Mar 21, 2025 to Mar 25, 2025
- Registered next
- Mar 20, 2025 to May 20, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 24,336 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape