DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Connor W HeineNew York, NyJan 16, 2024Jan 12, 2024
Daniel R RussoNew York, NyJan 16, 2024Jan 12, 2024
Dorothy C PaoNew York, NyJan 16, 2024Jan 12, 2024
Joseph James GuarneriNew York, NyJan 16, 2024Jan 12, 2024
Julia PirskaNew York, NyJan 16, 2024Jan 12, 2024
Ruth Elizabeth SaadaNew York, NyJan 16, 2024Jan 12, 2024
Stefani B MasryNew York, NyJan 16, 2024Jan 12, 2024
Steven E KabotNew York, NyJan 16, 2024Jan 12, 2024
Jacqueline KingNew York, NyJan 17, 2024Jan 23, 2024
The rule
Registrations ended
Jan 16, 2024 to Jan 17, 2024
Registered next
Jan 12, 2024 to Jan 23, 2024
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
23,702 (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•••