DFX Intelligence

RIA 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

17 advisors left P•••••• A•••••• G••••• L•• for I••••••••• S••••• H•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian D PlattMorristown, NjJan 14, 2020Jan 13, 2020
Christopher George GroeberWestfield, NjJan 14, 2020Jan 13, 2020
Daniel J MorseCherry Hill, NjJan 14, 2020Oct 25, 2019
Daniel Martin AgogliaMorristown, NjJan 14, 2020Jan 17, 2020
Erik Clifford LindholmMorristown, NjJan 14, 2020Jan 13, 2020
Jesse LevyMorristown, NjJan 14, 2020Jan 13, 2020
John Robert DelpMorristown, NjJan 14, 2020Jan 13, 2020
Jordan Christian NorleyMorristown, NjJan 14, 2020Jan 16, 2020
Mark Ailer McmahonMorristown, NjJan 14, 2020Oct 25, 2019
Mark G ComynsMorristown, NjJan 14, 2020Jan 17, 2020
Meg RyanMorristown, NjJan 14, 2020Jan 17, 2020
Michael Andrew SlatteryMorristown, NjJan 14, 2020Jan 13, 2020
Monica Anne PedanoMorristown, NjJan 14, 2020Jan 17, 2020
Richard Joseph CataneseMorristown, NjJan 14, 2020Jan 16, 2020
Stephen Matthew SchlichterMorristown, NjJan 14, 2020Jan 13, 2020
Thomas Joseph MchughMorristown, NjJan 14, 2020Jan 17, 2020
Zachary Scott MineurMorristown, NjJan 14, 2020Oct 28, 2019
The rule
Registrations ended
Jan 14, 2020
Registered next
Oct 25, 2019 to Jan 17, 2020
Branch state
NJ
Cities
3, most in Morristown, Nj
Registered there that day
503 (people still on IAPD; an estimate)
Share of that headcount
3.4%
Succession by the destination
none on the tape
Other teams out of P•••••• A•••••• G••••• L••Other teams into I••••••••• S••••• H•••••••• L••