DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left M•••••••• A•••• M••••••••• L•• for C• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Emily Rose KamenHamilton, NjDec 13, 2024Jun 13, 2024
Jared Michael ReillyHamilton, NjDec 13, 2024Jun 13, 2024
Kenneth Alan KamenHamilton, NjDec 13, 2024Jun 13, 2024
Reginald William BurroughsHamilton, NjDec 13, 2024Jun 13, 2024
The rule
Registrations ended
Dec 13, 2024
Registered next
Jun 13, 2024
Branch state
NJ
Cities
1, most in Hamilton, Nj
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of M•••••••• A•••• M••••••••• L••Other teams into C• A•••••••• L••