DFX Intelligence
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Team lift-out
12 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Keith Alan Smith | Flanders, Nj | Feb 7, 2019 | Feb 5, 2019 |
| Eugene Samuel Spitzer | Flanders, Nj | Feb 8, 2019 | Jan 23, 2019 |
| Craig Michael Russ | Florham Park, Nj | Feb 20, 2019 | Feb 20, 2019 |
| Stephen Kuczynski | Wall Township, Nj | Feb 22, 2019 | Feb 22, 2019 |
| Daniel James Monzi | Wall Township, Nj | Feb 25, 2019 | Feb 22, 2019 |
| Fredric Roy Weiner | Freehold, Nj | Mar 5, 2019 | Feb 26, 2019 |
| Joseph Paul Pearce | Edison, Nj | Mar 6, 2019 | Feb 26, 2019 |
| James Anthony Costabile | Red Bank, Nj | Mar 7, 2019 | Feb 22, 2019 |
| Craig Daniel Laday | Freehold, Nj | Mar 8, 2019 | Feb 25, 2019 |
| David Charles Ferrell | Freehold, Nj | Mar 8, 2019 | Feb 22, 2019 |
| Michael Bonevento | Wall Township, Nj | Mar 8, 2019 | Feb 22, 2019 |
| Richard Louis Shaughnessy | Wall Township, Nj | Mar 8, 2019 | Feb 22, 2019 |
The rule
- Registrations ended
- Feb 7, 2019 to Mar 8, 2019
- Registered next
- Jan 23, 2019 to Feb 26, 2019
- Branch state
- NJ
- Cities
- 6, most in Wall Township, Nj
- Registered there that day
- 8,612 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape