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
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter John Cocolaras | Riverhead, Ny | Jul 19, 2021 | Jul 16, 2021 |
| Peter Sanoulis | New York, Ny | Jul 19, 2021 | Jul 16, 2021 |
| Cara Joanne Partch | New York, Ny | Aug 2, 2021 | Jan 4, 2023 |
The rule
- Registrations ended
- Jul 19, 2021 to Aug 2, 2021
- Registered next
- Jul 16, 2021 to Jan 4, 2023
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 22,235 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape