DFX Intelligence
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Team lift-out
2 advisors left F••••••••• A••••••• for O••••••• C•• L••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Halpern | Warren, Nj | Jan 8, 2026 | Jul 28, 2017 |
| Robert Philip Renshaw | Warren, Nj | Jan 8, 2026 | Jul 28, 2017 |
The rule
- Registrations ended
- Jan 8, 2026
- Registered next
- Jul 28, 2017
- Branch state
- NJ
- Cities
- 1, most in Warren, Nj
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape