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.
Team lift-out
2 advisors left T••••• F•••••••• P••••••• G•••• I••• for L•• F•••••••• L••
unclassifiedtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Michael Freisen | Red Bank, Nj | Feb 29, 2020 | Jan 9, 2020 |
| Jordan Scott Celkupa | Red Bank, Nj | Feb 29, 2020 | Jan 9, 2020 |
The rule
- Registrations ended
- Feb 29, 2020
- Registered next
- Jan 9, 2020
- Branch state
- NJ
- Cities
- 1, most in Red Bank, Nj
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape