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
3 advisors left J••• M••••• S••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald Andrew Cross | Long Beach, Ny | Jul 1, 2022 | Oct 6, 2022 |
| Joel Kincaid | Southampton, Ny | Jul 8, 2022 | Aug 30, 2022 |
| Alex West | White Plains, Ny | Jul 12, 2022 | Oct 5, 2022 |
The rule
- Registrations ended
- Jul 1, 2022 to Jul 12, 2022
- Registered next
- Aug 30, 2022 to Oct 6, 2022
- Branch state
- NY
- Cities
- 3, most in Long Beach, Ny
- Registered there that day
- 6,876 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape