DFX Intelligence
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Team lift-out
5 advisors left K••••• A••••••• S•••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Fernando Costeira Daveiga | Florham Park, Nj | Jan 17, 2019 | Jan 4, 2019 |
| Gregg Michael Gottlieb | Florham Park, Nj | Jan 17, 2019 | Jan 11, 2019 |
| Joseph Depalma | Florham Park, Nj | Jan 17, 2019 | Jan 8, 2019 |
| Michael Joseph Mccarthy | Florham Park, Nj | Jan 17, 2019 | Jan 4, 2019 |
| Rebecca Lauren Trachtenberg | Florham Park, Nj | Jan 17, 2019 | Jan 8, 2019 |
The rule
- Registrations ended
- Jan 17, 2019
- Registered next
- Jan 4, 2019 to Jan 11, 2019
- Branch state
- NJ
- Cities
- 1, most in Florham Park, Nj
- Registered there that day
- 918 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape