DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left D•••• F•••••••• G••••• I••• for C• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Dennis MarroccoBasking Ridge, NjMar 27, 2025Apr 11, 2025
Joseph John MacellaraBasking Ridge, NjMar 27, 2025Mar 24, 2025
Sean Francis DonovanBasking Ridge, NjMar 27, 2025Mar 28, 2025
Wayne W HowellBasking Ridge, NjMar 27, 2025Mar 24, 2025
The rule
Registrations ended
Mar 27, 2025
Registered next
Mar 24, 2025 to Apr 11, 2025
Branch state
NJ
Cities
1, most in Basking Ridge, Nj
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of D•••• F•••••••• G••••• I•••Other teams into C• A•••••••• L••