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 W•••••••• F•••••••• P••••••• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel M. Song | Westfield, Nj | Aug 13, 2024 | Jul 29, 2024 |
| Mark Frederick Swingle | Westfield, Nj | Aug 13, 2024 | Jul 29, 2024 |
The rule
- Registrations ended
- Aug 13, 2024
- Registered next
- Jul 29, 2024
- Branch state
- NJ
- Cities
- 1, most in W••••••••, 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