DFX Intelligence
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Firm absorbed
5 advisors left E••••••••• W••••• M••••••••• • C•••••••• B•••••••• L•• for P••••••••• • A• E••••••••• C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Gottlieb | Iselin, Nj | Feb 22, 2024 | Feb 20, 2024 |
| Nancy Burns Brzozowski | Iselin, Nj | Feb 22, 2024 | Feb 20, 2024 |
| Patrick Joseph Rogers | Iselin, Nj | Feb 22, 2024 | Feb 20, 2024 |
| Sabrina Mangual | Iselin, Nj | Feb 22, 2024 | Feb 20, 2024 |
The rule
- Registrations ended
- Feb 22, 2024
- Registered next
- Feb 20, 2024 to Jan 1, 2025
- Branch state
- NJ
- Cities
- 1, most in Iselin, Nj
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 71%
- Succession by the destination
- a succession within a year (Aug 4, 2023), not necessarily this firm