DFX Intelligence
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Team lift-out
3 advisors left P•••••• P•••••••• P•••••••• L•• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Carl Minnis | Paramus, Nj | Mar 10, 2023 | Mar 14, 2023 |
| Richard Gaspare Dragotta | Paramus, Nj | Mar 10, 2023 | Mar 14, 2023 |
The rule
- Registrations ended
- Mar 10, 2023
- Registered next
- Aug 4, 2022 to Mar 14, 2023
- Branch state
- NJ
- Cities
- 1, most in Paramus, Nj
- Registered there that day
- 26 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape