DFX Intelligence
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Firm absorbed
3 advisors left R•• W••••• A•••••••• L•• for P•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy Paul | Ridgewood, Nj | Jan 17, 2020 | Nov 6, 2019 |
| Lindsay Hambleton Sturmak | Ridgewood, Nj | Jan 17, 2020 | Dec 3, 2019 |
| Robert N Hardwick | Ridgewood, Nj | Jan 17, 2020 | Nov 30, 2023 |
The rule
- Registrations ended
- Jan 17, 2020
- Registered next
- Nov 6, 2019 to Nov 30, 2023
- Branch state
- NJ
- Cities
- 1, most in Ridgewood, Nj
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape