DFX 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
2 advisors left P•••••• P•••••••• P•••••••• L•• for T••••••• W••••• A•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Francis Edward Granizo | Paramus, Nj | May 12, 2021 | Jan 1, 2026 |
| Jennifer Prewitt Kirby | Mountainside, Nj | May 12, 2021 | Jan 1, 2026 |
The rule
- Registrations ended
- May 12, 2021
- Registered next
- Jan 1, 2026
- Branch state
- NJ
- Cities
- 2, most in Paramus, Nj
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape