DFX Intelligence
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Team lift-out
2 advisors left S••••• M••••••• C••••••• L• for S••••• C•••••• M••••••••• L••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Pocceschi | West Windsor, Nj | Feb 13, 2026 | Feb 4, 2026 |
| Michael Joseph Smith | West Windsor, Nj | Feb 13, 2026 | Feb 11, 2026 |
The rule
- Registrations ended
- Feb 13, 2026
- Registered next
- Feb 4, 2026 to Feb 11, 2026
- Branch state
- NJ
- Cities
- 1, most in West Windsor, Nj
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape