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
4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lida C Rogers | Princeton, Nj | Jun 30, 2020 | Jul 20, 2020 |
| Jeffrey Winston | East Brunswick, Nj | Jul 9, 2020 | Sep 23, 2020 |
| Scott Torseth | Bedminster, Nj | Jul 9, 2020 | Jul 26, 2020 |
| Mark Villani | Pennington, Nj | Jul 13, 2020 | Jul 27, 2020 |
The rule
- Registrations ended
- Jun 30, 2020 to Jul 13, 2020
- Registered next
- Jul 20, 2020 to Sep 23, 2020
- Branch state
- NJ
- Cities
- 4, most in Princeton, Nj
- Registered there that day
- 21,839 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape