DFX Intelligence
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Team lift-out
2 advisors left A•••• C••••••••• for M••••• A•••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frederick Joseph Russell | Paramus, Nj | Dec 31, 2022 | Jul 22, 2022 |
| Joanna Ellen Kopsaftis | Paramus, Nj | Dec 31, 2022 | Jul 1, 2022 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Jul 1, 2022 to Jul 22, 2022
- Branch state
- NJ
- Cities
- 1, most in Paramus, 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