DFX Intelligence
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Team lift-out
2 advisors left R•• C•••••• M••••••• L•• for R••••• W• B•••• • C•• I•••••••••
national BDtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald John Cussen | Essex Fells, Nj | Dec 12, 2024 | Dec 6, 2024 |
| Matthew Sean Oconnor | Florham Park, Nj | Dec 12, 2024 | Dec 9, 2024 |
The rule
- Registrations ended
- Dec 12, 2024
- Registered next
- Dec 6, 2024 to Dec 9, 2024
- Branch state
- NJ
- Cities
- 2, most in Essex Fells, Nj
- Registered there that day
- 3,398 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape