DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left F•• W••••• M••••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Gary Evan FoxWestfield, NjDec 31, 2020Aug 24, 2020
John Anthony CombiasChatham, NjDec 31, 2020Aug 24, 2020
Leigh C RussoChatham, NjDec 31, 2020Aug 24, 2020
Nathaniel Edward JohnsonChatham, NjDec 31, 2020Aug 21, 2020
Robert Saxton FowlerChatham, NjDec 31, 2020Aug 21, 2020
Steven Othello MeglioChatham, NjDec 31, 2020Aug 24, 2020
Steven Patrick FordChatham, NjDec 31, 2020Sep 24, 2020
Zachary OyerChatham, NjDec 31, 2020Aug 21, 2020
The rule
Registrations ended
Dec 31, 2020
Registered next
Aug 21, 2020 to Sep 24, 2020
Branch state
NJ
Cities
2, most in Chatham, Nj
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
89%
Succession by the destination
none on the tape
Other teams out of F•• W••••• M••••••••• L••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••