DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Lynda Ann Von JaegerNew York, NyFeb 6, 2024Feb 2, 2024
Emily Nicole HoagAlbany, NyFeb 12, 2024Feb 2, 2024
James Patrick HartAlbany, NyFeb 12, 2024Feb 2, 2024
Natalie Hart ShepperlyAlbany, NyFeb 12, 2024Feb 2, 2024
Nolan G HartNew York, NyFeb 12, 2024Feb 2, 2024
The rule
Registrations ended
Feb 6, 2024 to Feb 12, 2024
Registered next
Feb 2, 2024
Branch state
NY
Cities
2, most in Albany, Ny
Registered there that day
23,667 (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•••