DFX Intelligence
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Team lift-out
2 advisors left G•••••••• W••••• M••••••••• L•• for E•••••••• A•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Paul Terebetski | Edison, Nj | Oct 20, 2020 | Oct 20, 2020 |
| Theodore Victor Kowalchyn | Edison, Nj | Oct 20, 2020 | Oct 20, 2020 |
The rule
- Registrations ended
- Oct 20, 2020
- Registered next
- Oct 20, 2020
- Branch state
- NJ
- Cities
- 1, most in Edison, Nj
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape