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
3 advisors left O••••••• B•• W••••• P••••••• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Reed Finney | Parsippany, Nj | Aug 21, 2023 | Aug 30, 2023 |
| Justin Poplawski | Parsippany, Nj | Aug 21, 2023 | Aug 30, 2023 |
| Scott J Drown | Parsippany, Nj | Aug 21, 2023 | Oct 2, 2023 |
The rule
- Registrations ended
- Aug 21, 2023
- Registered next
- Aug 30, 2023 to Oct 2, 2023
- Branch state
- NJ
- Cities
- 1, most in Parsippany, Nj
- Registered there that day
- 75 (people still on IAPD; an estimate)
- Share of that headcount
- 4.0%
- Succession by the destination
- none on the tape