DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Minesh C PatelParamus, NjJun 10, 2016May 13, 2016
Roxana MenendezParamus, NjJun 10, 2016May 13, 2016
Timothy Scott CappadonaParamus, NjJun 10, 2016May 16, 2016
Deborah Anne MannixRed Bank, NjJun 16, 2016May 20, 2016
The rule
Registrations ended
Jun 10, 2016 to Jun 16, 2016
Registered next
May 13, 2016 to May 20, 2016
Branch state
NJ
Cities
2, most in Paramus, Nj
Registered there that day
13,745 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into M•••••• L••••• P•••••• F••••• • S•••• I•••••••••