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

4 advisors left J••• M••••• S••••••••• L•• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Eric R. BensonNaples, FlSep 3, 2022Sep 6, 2022
Joseph G. PaivaNaples, FlSep 3, 2022Sep 6, 2022
Joseph Michael CompitelloNaples, FlSep 3, 2022Sep 6, 2022
Prinya SommalaNaples, FlSep 3, 2022Sep 6, 2022
The rule
Registrations ended
Sep 3, 2022
Registered next
Sep 6, 2022
Branch state
FL
Cities
1, most in Naples, Fl
Registered there that day
7,069 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of J••• M••••• S••••••••• L••Other teams into M••••• S••••••