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
2 advisors left J••• M••••• S••••••••• L•• for C••••• I••••••••• A••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 15, 2024 to Jul 16, 2024
- Registered next
- Dec 22, 2025 to Aug 13, 2026
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 10,633 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape