DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left M•••• C••••••••• G•••• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew DespotakisParsippany, NjJul 14, 2021Jul 2, 2021
Maura MallaneyParsippany, NjJul 14, 2021Jul 2, 2021
Thomas MoyerParsippany, NjJul 14, 2021Jul 2, 2021
The rule
Registrations ended
Jul 14, 2021
Registered next
Jul 2, 2021
Branch state
NJ
Cities
1, most in Parsippany, Nj
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of M•••• C••••••••• G••••Other teams into W••••• E••••••••• A••••••• S•••••••• L••