DFX Intelligence
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Team lift-out
2 advisors left O••••••• B•• W••••• P••••••• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James G Elliott | Parsippany, Nj | Oct 9, 2023 | Mar 10, 2025 |
| John Reed Finney | Parsippany, Nj | Oct 9, 2023 | Oct 16, 2023 |
The rule
- Registrations ended
- Oct 9, 2023
- Registered next
- Oct 16, 2023 to Mar 10, 2025
- Branch state
- NJ
- Cities
- 1, most in Parsippany, Nj
- Registered there that day
- 74 (people still on IAPD; an estimate)
- Share of that headcount
- 2.7%
- Succession by the destination
- none on the tape