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 M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Rodriguez | Shrewsbury, Nj | Aug 29, 2025 | Oct 17, 2025 |
| Karen Cardenas | Paramus, Nj | Sep 3, 2025 | Sep 12, 2025 |
The rule
- Registrations ended
- Aug 29, 2025 to Sep 3, 2025
- Registered next
- Sep 12, 2025 to Oct 17, 2025
- Branch state
- NJ
- Cities
- 2, most in Toms River, Nj
- Registered there that day
- 21,720 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape