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
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian G Zucker | New York, Ny | Jun 17, 2020 | Jul 9, 2020 |
| Joseph R Leblanc | New York, Ny | Jun 22, 2020 | Jul 27, 2020 |
| Paul G Ordonez | New York, Ny | Jun 23, 2020 | Aug 10, 2020 |
| Jake Terhune | New York, Ny | Jul 6, 2020 | Aug 12, 2020 |
| Rebecca Laks | Buffalo, Ny | Jul 10, 2020 | Aug 24, 2020 |
The rule
- Registrations ended
- Jun 17, 2020 to Jul 10, 2020
- Registered next
- Jul 9, 2020 to Aug 24, 2020
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 21,828 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape