DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left W••••• C•• for H•••••••• A•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Jay BarnettCherry Hill, NjOct 23, 2023Oct 19, 2023
Andrew JohnstonCherry Hill, NjOct 23, 2023Sep 18, 2023
Eric FederCherry Hill, NjOct 23, 2023Oct 19, 2023
Michael VinciCherry Hill, NjOct 23, 2023Sep 18, 2023
The rule
Registrations ended
Oct 23, 2023
Registered next
Sep 18, 2023 to Oct 19, 2023
Branch state
NJ
Cities
1, most in Cherry Hill, Nj
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of W••••• C••Other teams into H•••••••• A•••••••• L••