DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left S••••••••• A•••••• A•••••••• I••• for C••••••••• F•••••••• N••••••

othertonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alfred Joseph PolizzottoIselin, NjSep 30, 2016Oct 3, 2016
Eric Scott ColellaIselin, NjSep 30, 2016Sep 30, 2016
Kevin HutnikIselin, NjSep 30, 2016Oct 3, 2016
Ronald James LomanginoIselin, NjSep 30, 2016Sep 30, 2016
William Andrew GrundigFreehold, NjSep 30, 2016Oct 3, 2016
The rule
Registrations ended
Sep 30, 2016
Registered next
Sep 30, 2016 to Oct 3, 2016
Branch state
NJ
Cities
2, most in Iselin, Nj
Registered there that day
1,056 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
a succession within a year (Aug 10, 2017), not necessarily this firm
Other teams out of S••••••••• A•••••• A•••••••• I•••Other teams into C••••••••• F•••••••• N••••••