DFX Intelligence
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Team lift-out
2 advisors left O••••••• B•• W••••• P••••••• for T•••••• F•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 30, 2025
- Registered next
- Jul 1, 2025
- Branch state
- NJ
- Cities
- 1, most in Parsippany, Nj
- Registered there that day
- 80 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape