DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for P••••••• W••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter Scott Martin | Mercerville, Nj | Dec 4, 2024 | Jan 2, 2025 |
| James Salvatore Alfieri | Spotswood, Nj | Dec 12, 2024 | Dec 12, 2024 |
The rule
- Registrations ended
- Dec 4, 2024 to Dec 12, 2024
- Registered next
- Dec 12, 2024 to Jan 2, 2025
- Branch state
- NJ
- Cities
- 2, most in Mercerville, Nj
- Registered there that day
- 5,631 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Feb 29, 2024), not necessarily this firm