DFX Intelligence
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Team lift-out
3 advisors left P••••••• C•• S•••••••• L•• for C••••••••• P•••••••• R••••• C•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carli Sandra Piccolella | Chester, Nj | Jun 1, 2026 | May 1, 2026 |
| John Higgins Vii | Chester, Nj | Jun 1, 2026 | May 1, 2026 |
| Kristin Sanguino | Chester, Nj | Jun 1, 2026 | May 1, 2026 |
The rule
- Registrations ended
- Jun 1, 2026
- Registered next
- May 1, 2026
- Branch state
- NJ
- Cities
- 1, most in Chester, Nj
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape