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

13 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Thomas MchughNew York, NyMay 19, 2026Jun 1, 2026
Tommy WongNew York, NyMay 23, 2026May 27, 2026
Bilal MianNew York, NyMay 26, 2026Jun 9, 2026
Rodrigo HerreraNew York, NyMay 26, 2026May 20, 2026
Elaine DelancerBronx, NyMay 29, 2026May 28, 2026
Grinald AbaziStaten Island, NyMay 29, 2026May 21, 2026
Alexander HurleyNew York, NyJun 1, 2026Jun 11, 2026
Cinthia W. Euceda GarciaBay Shore, NyJun 1, 2026Aug 17, 2026
Kelly BarkerNew York, NyJun 1, 2026Jun 29, 2026
Matthew MorrisonSaratoga Springs, NyJun 1, 2026May 19, 2026
Aymeric VerdierNew York, NyJun 15, 2026Aug 10, 2026
Peter J. LicariNew York, NyJun 16, 2026Jun 16, 2026
Matthew RecaldeNew York, NyJun 17, 2026Jun 24, 2026
Charles C. RichardsonNew York, NyJun 25, 2026Jun 24, 2026
Ruy F Diaz HernandezNew York, NyJul 1, 2026Jun 26, 2026
Tommy PirvuNew York, NyJul 7, 2026Jun 29, 2026
Mistianne M. FigueroaNew York, NyJul 20, 2026Jul 22, 2026
The rule
Registrations ended
May 19, 2026 to Jun 26, 2026
Registered next
May 19, 2026 to Aug 17, 2026
Branch state
NY
Cities
5, most in New York, Ny
Registered there that day
25,011 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into J••• M••••• S••••••••• L••