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
4 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Neugebauer Cancienne | Baton Rouge, La | Apr 29, 2025 | Apr 17, 2025 |
| Gene L Novak | New Orleans, La | Apr 29, 2025 | Apr 17, 2025 |
| Kerry Lee Kungel | New Orleans, La | Apr 29, 2025 | Apr 17, 2025 |
| William Travis Tresca | New Orleans, La | Apr 29, 2025 | Apr 17, 2025 |
The rule
- Registrations ended
- Apr 29, 2025
- Registered next
- Apr 17, 2025
- Branch state
- LA
- Cities
- 2, most in New Orleans, La
- Registered there that day
- 9,121 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape