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

10 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Christine M WeberMelville, NyFeb 19, 2021Feb 18, 2021
Jin HuNew York, NyFeb 19, 2021Feb 18, 2021
Terrence E MurphyMelville, NyFeb 19, 2021Feb 18, 2021
Maria Ann GasparroMelville, NyFeb 22, 2021Feb 18, 2021
Sarah IadanzaMelville, NyFeb 22, 2021Feb 18, 2021
Susan HonNew York, NyMar 3, 2021Mar 17, 2021
Vraj PatelNew York, NyMar 5, 2021May 21, 2021
Ashley Nicole MonkNew York, NyMar 15, 2021Mar 12, 2021
Nicholas E. GonzalezNew York, NyMar 22, 2021Mar 19, 2021
Wilson John LeeNew York, NyMar 22, 2021Mar 19, 2021
The rule
Registrations ended
Feb 19, 2021 to Mar 22, 2021
Registered next
Feb 18, 2021 to May 21, 2021
Branch state
NY
Cities
2, most in New York, Ny
Registered there that day
22,438 (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 U•• F•••••••• S••••••• I•••