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

5 advisors left J••• M••••• S••••••••• L•• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Arturo A PensatoMassapequa, NyJan 17, 2025Jan 16, 2025
Carrie M PortYork, NyJan 17, 2025Jan 16, 2025
Connor SecoraNew York, NyJan 17, 2025Jan 16, 2025
Lindsay Taylor HansmanLynbrook, NyJan 17, 2025Jan 16, 2025
Lloyd KingNew Rochelle, NyJan 17, 2025Jan 16, 2025
The rule
Registrations ended
Jan 17, 2025
Registered next
Jan 16, 2025
Branch state
NY
Cities
5, most in Massapequa, Ny
Registered there that day
11,416 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of J••• M••••• S••••••••• L••Other teams into R•• C•••••• M••••••• L••