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 U•• F•••••••• S••••••• I••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Martin BradfordNew York, NyMar 18, 2022May 27, 2022
Frank SchiroNew York, NyMar 22, 2022Feb 24, 2022
Tom WallackBrooklyn, NyMar 22, 2022Feb 24, 2022
Zandra Jean WeissNew York, NyMar 22, 2022Feb 24, 2022
The rule
Registrations ended
Mar 18, 2022 to Mar 22, 2022
Registered next
Feb 24, 2022 to May 27, 2022
Branch state
NY
Cities
2, most in New York, Ny
Registered there that day
8,333 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into J••• M••••• S••••••••• L••