DFX Intelligence
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Team lift-out
2 advisors left P•••••• P•••••••• P•••••••• L•• for I••••••••• F•••••••• P•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Anthony Giordano | Paramus, Nj | Aug 27, 2019 | Aug 20, 2019 |
| Steven Christopher Testino | Paramus, Nj | Aug 27, 2019 | Aug 20, 2019 |
The rule
- Registrations ended
- Aug 27, 2019
- Registered next
- Aug 20, 2019
- Branch state
- NJ
- Cities
- 1, most in Paramus, Nj
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- a succession within a year (Oct 15, 2018), not necessarily this firm