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
2 advisors left E•••••••• A•••••••• L•• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Renee Oconnor | Morristown, Nj | Apr 26, 2023 | May 19, 2023 |
| Eric Fuentes | Secaucus, Nj | May 2, 2023 | Jun 1, 2023 |
The rule
- Registrations ended
- Apr 26, 2023 to May 2, 2023
- Registered next
- May 19, 2023 to Jun 1, 2023
- Branch state
- NJ
- Cities
- 2, most in Morristown, Nj
- Registered there that day
- 3,208 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape