DFX Intelligence
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Firm absorbed
3 advisors left V•• L•••••• • C••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Paul Mattonelli | Princeton, Nj | Jun 28, 2024 | May 16, 2024 |
| Jimi Bipin Shah | Princeton, Nj | Jun 28, 2024 | Oct 9, 2024 |
| Virag G Shah | Princeton, Nj | Jun 28, 2024 | May 16, 2024 |
The rule
- Registrations ended
- Jun 28, 2024
- Registered next
- May 16, 2024 to Oct 9, 2024
- Branch state
- NJ
- Cities
- 1, most in Princeton, Nj
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape