DFX Intelligence
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Team lift-out
6 advisors left P•••• S••••••••• L•• for L•• E••••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mervyn Laihow | Newark, Nj | Dec 5, 2024 | Nov 18, 2024 |
| Cory Andrew Gelvin | Newark, Nj | Dec 6, 2024 | Dec 3, 2024 |
| James Lynn Odson | Newark, Nj | Dec 6, 2024 | Dec 3, 2024 |
| Jeffrey Jon Ferry | Newark, Nj | Dec 6, 2024 | Jan 17, 2025 |
| Thomas Francis Dunn | Newark, Nj | Dec 6, 2024 | Oct 2, 2025 |
The rule
- Registrations ended
- Dec 5, 2024 to Dec 6, 2024
- Registered next
- Nov 18, 2024 to Nov 19, 2025
- Branch state
- NJ
- Cities
- 1, most in Newark, Nj
- Registered there that day
- 51 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape