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 R•••• A••••••• S•••••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Charles Rosso | Sea Girt, Nj | Mar 2, 2021 | Jan 28, 2021 |
| Michael Terrence Sullivan | Sea Girt, Nj | Mar 2, 2021 | Feb 1, 2021 |
The rule
- Registrations ended
- Mar 2, 2021
- Registered next
- Jan 28, 2021 to Feb 1, 2021
- Branch state
- NJ
- Cities
- 1, most in Sea Girt, Nj
- Registered there that day
- 28 (people still on IAPD; an estimate)
- Share of that headcount
- 7.1%
- Succession by the destination
- none on the tape