DFX Intelligence

RIA 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

6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony FerrandinoPrinceton, NjOct 24, 2024Oct 18, 2024
Christopher G DimedioPrinceton, NjOct 24, 2024Oct 18, 2024
Dawn Holtermann WyattPrinceton, NjOct 24, 2024Oct 18, 2024
Kyle David ComerfordPrinceton, NjOct 24, 2024Oct 18, 2024
Percy Lee MasonPrinceton, NjOct 24, 2024Oct 18, 2024
Sean Brendan ArnoldPrinceton, NjOct 24, 2024Oct 18, 2024
The rule
Registrations ended
Oct 24, 2024
Registered next
Oct 18, 2024
Branch state
NJ
Cities
1, most in Princeton, Nj
Registered there that day
23,811 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R••••••••• C•••••• M•••••••••