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
Ashley Shea BittarNew York, NyJun 14, 2021Jun 11, 2021
Frank John TucekNew York, NyJun 14, 2021Jun 11, 2021
Genesis AlbaNew York, NyJun 14, 2021Jun 11, 2021
Georgina NicoNew York, NyJun 14, 2021Jun 11, 2021
John LahoudNew York, NyJun 14, 2021Jun 12, 2021
Louis PortaNew York, NyJun 14, 2021Jun 11, 2021
The rule
Registrations ended
Jun 14, 2021
Registered next
Jun 11, 2021 to Jun 12, 2021
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
22,287 (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•••••••••