DFX Intelligence

RIA Intelligence

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Channel change (one enterprise)

9 advisors moved from T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••

Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.

independent RIAtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Frank MancinoRed Bank, NjSep 7, 2023Feb 27, 2018
Brian Thomas AttardMarlton, NjSep 7, 2023Feb 27, 2018
Jack Capewell LindBridgewater, NjSep 7, 2023Feb 27, 2018
Jason John FavaraJersey City, NjSep 7, 2023Sep 6, 2013
Jefferson HolguinJersey City, NjSep 7, 2023Jan 6, 2015
John Paul DigamonMillburn, NjSep 7, 2023Feb 27, 2018
Michael Thomas IannucciParamus, NjSep 7, 2023Feb 27, 2018
Omelio Andres SaavedraMillburn, NjSep 7, 2023Feb 15, 2022
Pawel LangiewiczParamus, NjSep 7, 2023Jan 17, 2013
The rule
Registrations ended
Sep 7, 2023
Registered next
Jan 17, 2013 to Feb 15, 2022
Branch state
NJ
Cities
6, most in Jersey City, Nj
Registered there that day
741 (people still on IAPD; an estimate)
Share of that headcount
1.2%
One enterprise because
one firm's name is the other's with a word added
Succession by the destination
none on the tape
Other teams out of T• A••••••••• I••••••••• M••••••••• L••Other teams into T• A••••••••• I•••