DFX Intelligence
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Team lift-out
3 advisors left C•••••• A••••••• for M•••••• W••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Alan Lukas | Manasquyan, Nj | Jan 10, 2019 | Jul 22, 2014 |
| George M. Steiner | Manasquan, Nj | Jan 10, 2019 | Jul 22, 2014 |
| Paul Jude Conforti | Manasquan, Nj | Jan 10, 2019 | Jul 22, 2014 |
The rule
- Registrations ended
- Jan 10, 2019
- Registered next
- Jul 22, 2014
- Branch state
- NJ
- Cities
- 2, most in Manasquan, Nj
- Registered there that day
- 421 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape