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

17 advisors left S••••• E••••••• I•• for S••••• F••••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Cal Christopher CacciaguidaParsippany, NjDec 21, 2018Dec 21, 2018
John R DuffyParsippany, NjDec 21, 2018Dec 21, 2018
Nella ZelenskyParsippany, NjDec 21, 2018Dec 21, 2018
Stanley GregorParsippany, NjDec 21, 2018Jan 1, 2026
Brian Albert NolanPrinceton, NjDec 27, 2018Jan 3, 2019
Brian Edward BartholdParsippany, NjDec 27, 2018Jan 3, 2019
Brian SnersonParsippany, NjDec 27, 2018Jan 3, 2019
David Alexander PorroParsippany, NjDec 27, 2018Jan 3, 2019
Diane Kathrine TaylorParsippany, NjDec 27, 2018Jan 3, 2019
George L RiosecoParsippany, NjDec 27, 2018Feb 8, 2021
Kevin KreuzerParsippany, NjDec 27, 2018Jan 3, 2019
Lindsey Nicole KohlerParsippany, NjDec 27, 2018Jan 3, 2019
Martin James McginleyParsippany, NjDec 27, 2018Dec 26, 2018
Ryan Adam HanisakParsippany, NjDec 27, 2018Jan 3, 2019
Shant TashjianParsippany, NjDec 27, 2018Jan 3, 2019
Todd Scott WeissParsippany, NjDec 27, 2018Jan 3, 2019
Victor Dominick MaccagnanParsippany, NjDec 27, 2018Dec 26, 2018
The rule
Registrations ended
Dec 21, 2018 to Dec 27, 2018
Registered next
Dec 21, 2018 to Jan 1, 2026
Branch state
NJ
Cities
2, most in Parsippany, Nj
Registered there that day
67 (people still on IAPD; an estimate)
Share of that headcount
25%
Succession by the destination
a succession within a year (Nov 2, 2018), not necessarily this firm
Other teams out of S••••• E••••••• I••Other teams into S••••• F••••••••• L••