DFX Intelligence
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Team lift-out
7 advisors left J•••••• S•••••••• W••••• L•• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Angela Pridgen Lessor | Summit, Nj | Apr 8, 2026 | Apr 1, 2026 |
| Brian R Flynn | Summit, Nj | Apr 8, 2026 | Apr 9, 2026 |
| Chad Faulkenberry | Summit, Nj | Apr 8, 2026 | Apr 9, 2026 |
| Jill Elaine Isbell | Summit, Nj | Apr 8, 2026 | Apr 2, 2026 |
| John Mortola | Summit, Nj | Apr 8, 2026 | Apr 7, 2026 |
| Ted Eric Albrecht | Summit, Nj | Apr 8, 2026 | Apr 29, 2026 |
The rule
- Registrations ended
- Apr 8, 2026
- Registered next
- Apr 7, 2026 to May 5, 2026
- Branch state
- NJ
- Cities
- 1, most in Summit, Nj
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 44%
- Succession by the destination
- none on the tape