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
3 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for J• W• C••• A•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Saxton Fowler | Chatham, Nj | May 4, 2021 | Apr 29, 2021 |
| Steven Othello Meglio | Chatham, Nj | May 4, 2021 | Apr 29, 2021 |
| Steven Patrick Ford | Chatham, Nj | May 4, 2021 | Apr 29, 2021 |
The rule
- Registrations ended
- May 4, 2021
- Registered next
- Apr 29, 2021
- Branch state
- NJ
- Cities
- 1, most in Chatham, Nj
- Registered there that day
- 2,922 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape