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 I••••••••• A••••••• A•••• M••••••••• L•• for I•• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John C Bianchi | Mahwah, Nj | Jun 30, 2020 | Mar 13, 2020 |
| Richard Sewall Rodman | Westfield, Nj | Jun 30, 2020 | Mar 17, 2020 |
The rule
- Registrations ended
- Jun 30, 2020
- Registered next
- Mar 13, 2020 to Mar 17, 2020
- Branch state
- NJ
- Cities
- 2, most in Westfield, Nj
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape