DFX 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
2 advisors left W•••••• F•••••• W••••• M••••••••• I••• for G•• F•••••••• S••••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary Allan Herz | Parsippany, Nj | Oct 1, 2021 | Oct 4, 2021 |
| Michael Lawrence Green | Parsippany, Nj | Oct 1, 2021 | Oct 4, 2021 |
The rule
- Registrations ended
- Oct 1, 2021
- Registered next
- Oct 4, 2021
- Branch state
- NJ
- Cities
- 1, most in Parsippany, 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