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.
Firm absorbed
12 advisors left P•••••• P•••••••• P•••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Venuto | Paramus, Nj | Apr 8, 2025 | Mar 17, 2025 |
| George Alexander Jenkins | Pennington, Nj | Apr 8, 2025 | Mar 17, 2025 |
| Kevin Peter Sincavage | Paramus, Nj | Apr 8, 2025 | Mar 27, 2025 |
| Kurt Patrick Schroeder | Paramus, Nj | Apr 8, 2025 | Mar 17, 2025 |
| Leila Ross | Paramus, Nj | Apr 8, 2025 | Mar 26, 2025 |
| Matthew Willett Taylor | Paramus, Nj | Apr 8, 2025 | Mar 17, 2025 |
| Paul Douglas Jetter | Paramus, Nj | Apr 8, 2025 | Mar 17, 2025 |
| Ralph Franzese | Morristown, Nj | Apr 8, 2025 | Mar 17, 2025 |
| Romil Bhagat | Livingston, Nj | Apr 8, 2025 | Mar 17, 2025 |
| Said Abouomar | Holmdel, Nj | Apr 8, 2025 | Mar 17, 2025 |
| Theresa Ann Kohles | Paramus, Nj | Apr 8, 2025 | Mar 17, 2025 |
| Todd Jason Rosenblatt | Paramus, Nj | Apr 8, 2025 | Mar 17, 2025 |
The rule
- Registrations ended
- Apr 8, 2025
- Registered next
- Mar 17, 2025 to Mar 27, 2025
- Branch state
- NJ
- Cities
- 5, most in Paramus, Nj
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 63%
- Succession by the destination
- none on the tape