DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left R•••• T•••• W••••• M••••••••• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Marcia Beth PaltensteinWestfield, NjDec 2, 2022Feb 16, 2023
Mariella P FoleyWestfield, NjDec 6, 2022Jan 26, 2023
Michael FischerWestfield, NjDec 6, 2022Dec 2, 2022
Robert Clifford DavisWestfield, NjDec 6, 2022Dec 2, 2022
Theodore David SchneiderWestfield, NjDec 6, 2022Dec 5, 2022
The rule
Registrations ended
Dec 2, 2022 to Dec 6, 2022
Registered next
Dec 2, 2022 to Feb 16, 2023
Branch state
NJ
Cities
1, most in Westfield, Nj
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
31%
Succession by the destination
none on the tape
Other teams out of R•••• T•••• W••••• M•••••••••Other teams into C••••• P••••••• L••