DFX Intelligence

RIA Intelligence

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Team lift-out

16 advisors left S••••• F•••••••• R•••••••• I•• for S••••• E••••••• I••

no RAUMtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Edward BartholdParsippany, NjSep 20, 2018Aug 1, 2002
Brian SnersonParsippany, NjSep 20, 2018Oct 12, 2004
George L RiosecoParsippany, NjSep 20, 2018Apr 1, 2008
Justin Benjamin ErferParsippany, NjSep 20, 2018Aug 17, 2016
Kevin KreuzerParsippany, NjSep 20, 2018Sep 15, 2011
Lindsey Nicole KohlerParsippany, NjSep 20, 2018Nov 3, 2017
Martin James McginleyParsippany, NjSep 20, 2018Dec 1, 2017
Robert Anthony BeckettParsippany, NjSep 20, 2018Apr 30, 2010
Ryan Adam HanisakParsippany, NjSep 20, 2018Feb 3, 2009
Shant TashjianParsippany, NjSep 20, 2018Sep 28, 2005
Todd Scott WeissParsippany, NjSep 20, 2018May 30, 2014
Victor Dominick MaccagnanParsippany, NjSep 20, 2018Sep 7, 2007
Brian Albert NolanParsippany, NjSep 25, 2018Sep 10, 2009
John R DuffyParsippany, NjSep 27, 2018Oct 10, 2017
Nella ZelenskyParsippany, NjSep 27, 2018Jun 5, 2017
Stanley GregorParsippany, NjSep 27, 2018Feb 7, 2017
The rule
Registrations ended
Sep 20, 2018 to Sep 27, 2018
Registered next
Aug 1, 2002 to Dec 1, 2017
Branch state
NJ
Cities
1, most in Parsippany, Nj
Registered there that day
64 (people still on IAPD; an estimate)
Share of that headcount
25%
Succession by the destination
none on the tape
Other teams out of S••••• F•••••••• R•••••••• I••Other teams into S••••• E••••••• I••