DFX Intelligence
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Team lift-out
2 advisors left A••••••• S••••••• N•••••• for R•••••• F••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heather Levar | Mount Arlington, Nj | Jun 28, 2024 | Jun 24, 2024 |
| Jonathan Michael Levar | Mount Arlington, Nj | Jun 28, 2024 | Jun 24, 2024 |
The rule
- Registrations ended
- Jun 28, 2024
- Registered next
- Jun 24, 2024
- Branch state
- NJ
- Cities
- 1, most in Mount Arlington, Nj
- Registered there that day
- 201 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape