DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P•••••• P•••••••• P•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Francis Edward Granizo | Westfield, Nj | Feb 25, 2021 | Feb 25, 2021 |
| Jennifer Prewitt Kirby | Westfield, Nj | Feb 25, 2021 | Feb 25, 2021 |
The rule
- Registrations ended
- Feb 25, 2021
- Registered next
- Feb 25, 2021
- Branch state
- NJ
- Cities
- 1, most in Westfield, Nj
- Registered there that day
- 22,435 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape