DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left W•••• F•••• A••••••• for ••••••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dennis Robert HallFlorham Park, NjNov 12, 2025Nov 5, 2025
Jack Evan WienerFlorham Park, NjNov 12, 2025Nov 4, 2025
Jennifer McmaneminFlorham Park, NjNov 12, 2025Nov 4, 2025
Matthew PalusakFlorham Park, NjNov 12, 2025Nov 4, 2025
Michael DonohueFlorham Park, NjNov 12, 2025Nov 4, 2025
Michael Timothy WaldronFlorham Park, NjNov 12, 2025Nov 4, 2025
The rule
Registrations ended
Nov 12, 2025
Registered next
Nov 4, 2025 to Nov 5, 2025
Branch state
NJ
Cities
1, most in Florham Park, Nj
Registered there that day
3,414 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into ••••••••