DFX Intelligence
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Team lift-out
2 advisors left I•••••• P•••••• A•••••••• L•• for O•••••••• F•••••••• S••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Bradford Stark | Bridgewater, Nj | Dec 10, 2018 | Dec 27, 2018 |
| Scott Arthur Mackenzie | Bridgewater, Nj | Dec 10, 2018 | Sep 4, 2025 |
The rule
- Registrations ended
- Dec 10, 2018
- Registered next
- Dec 27, 2018 to Sep 4, 2025
- Branch state
- NJ
- Cities
- 1, most in Bridgewater, Nj
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape