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

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Raymond CallotWest Nyack, NyJul 15, 2024Jul 12, 2024
Evan James LevitskyNew York, NyJul 15, 2024Jul 12, 2024
Jon SchulzWest Nyack, NyJul 15, 2024Jul 12, 2024
Thomas BraunWest Nyack, NyJul 15, 2024Jul 12, 2024
The rule
Registrations ended
Jul 15, 2024
Registered next
Jul 12, 2024
Branch state
NY
Cities
2, most in West Nyack, Ny
Registered there that day
23,583 (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••••••• L••