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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Thomas Duffy | Pennington, Nj | Feb 18, 2025 | Feb 4, 2025 |
| David A. Walker | Hoboken, Nj | Feb 20, 2025 | Feb 27, 2025 |
The rule
- Registrations ended
- Feb 18, 2025 to Feb 20, 2025
- Registered next
- Feb 4, 2025 to Feb 27, 2025
- Branch state
- NJ
- Cities
- 2, most in Pennington, Nj
- Registered there that day
- 24,284 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape