DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P••• V••••• I•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James William Varley | Mount Laurel, Nj | Jul 5, 2023 | Oct 4, 2023 |
| Jason Landry Braatz | Medford, Nj | Jul 5, 2023 | Aug 22, 2023 |
| Scott Walden | Mount Laurel, Nj | Jul 5, 2023 | Oct 10, 2023 |
The rule
- Registrations ended
- Jul 5, 2023
- Registered next
- Aug 22, 2023 to Oct 10, 2023
- Branch state
- NJ
- Cities
- 2, most in Mount Laurel, Nj
- Registered there that day
- 23,551 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape