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

6 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jeff ShiNew York, NySep 17, 2018Sep 10, 2018
Jessy S MogroNew York, NySep 17, 2018Sep 11, 2018
Jorge G SilvaNew York, NySep 17, 2018Sep 18, 2018
Jose Julio OliveiraNew York, NySep 17, 2018Sep 10, 2018
Richard Young SunwooNew York, NySep 17, 2018Sep 12, 2018
Ana Paula Pinto O'KeefeNew York, NySep 18, 2018Sep 25, 2018
The rule
Registrations ended
Sep 17, 2018 to Sep 18, 2018
Registered next
Sep 10, 2018 to Sep 25, 2018
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
4,873 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape