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 R•• H••• M••••••••• for S•••• Q•••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Thomas C Trynin | Morristown, Nj | Jun 10, 2022 | Jun 15, 2022 |
| William Fleming Conger | Morristown, Nj | Jun 10, 2022 | Jun 16, 2022 |
The rule
- Registrations ended
- Jun 10, 2022
- Registered next
- Jun 15, 2022 to Jun 16, 2022
- Branch state
- NJ
- Cities
- 1, most in Morristown, Nj
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape