DFX Intelligence
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Firm absorbed
3 advisors left K••••••• W••••• M••••••••• L•• for W•••• I••••••••• A•••••••• L••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Nmn Kolinsky | Ramsey, Nj | Sep 18, 2025 | Apr 2, 2025 |
| David George Mowad | Ramsey, Nj | Sep 18, 2025 | Apr 2, 2025 |
| Steven Ira Kolinsky | Ramsey, Nj | Sep 18, 2025 | May 8, 2025 |
The rule
- Registrations ended
- Sep 18, 2025
- Registered next
- Apr 2, 2025 to May 8, 2025
- Branch state
- NJ
- Cities
- 1, most in Ramsey, Nj
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape