DFX Intelligence
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Team lift-out
3 advisors left B•• S••••••••• I••• for A••••• T••••• P•••••• W•••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Patrick Jack | Cherry Hill, Nj | Sep 9, 2021 | Mar 4, 2026 |
| Matthew Joseph Figueroa | Cherry Hill, Nj | Sep 9, 2021 | Mar 4, 2026 |
| Teresa Flores | Cherry Hill, Nj | Sep 9, 2021 | Mar 11, 2026 |
The rule
- Registrations ended
- Sep 9, 2021
- Registered next
- Mar 4, 2026 to Mar 11, 2026
- Branch state
- NJ
- Cities
- 1, most in Cherry Hill, Nj
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 9.7%
- Succession by the destination
- none on the tape