DFX Intelligence
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Team lift-out
2 advisors left F•••• C•••••• A••••••• G••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Dee | Little Silver, Nj | Oct 13, 2023 | Sep 1, 2023 |
| James Dwight Hiles | Little Silver, Nj | Oct 13, 2023 | Sep 11, 2023 |
The rule
- Registrations ended
- Oct 13, 2023
- Registered next
- Sep 1, 2023 to Sep 11, 2023
- Branch state
- NJ
- Cities
- 1, most in Little Silver, Nj
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape