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 P•••••• A•••••• G••••• L•• for C••••• I••••••••• A••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Samuel Waters | Morristown, Nj | Sep 10, 2018 | Mar 21, 2024 |
| Domenica L Leitner | Morristown, Nj | Sep 10, 2018 | Mar 21, 2024 |
The rule
- Registrations ended
- Sep 10, 2018
- Registered next
- Mar 21, 2024
- Branch state
- NJ
- Cities
- 1, most in Morristown, Nj
- Registered there that day
- 474 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape