DFX Intelligence
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Channel change (one enterprise)
7 advisors moved from T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek Adnams | Morristown, Nj | Jan 11, 2021 | Sep 13, 2019 |
| James Ian Scroggs | Red Bank, Nj | Jan 11, 2021 | Mar 23, 2020 |
| John F Coyle | Paramus, Nj | Jan 11, 2021 | Apr 25, 2006 |
| Matthew Jannone | Englishtown, Nj | Jan 11, 2021 | Mar 17, 2017 |
| Omelio Andres Saavedra | Short Hills, Nj | Jan 11, 2021 | Feb 14, 2022 |
| Robert James Murphy | Short Hills, Nj | Jan 11, 2021 | Apr 25, 2006 |
| Victor Kossowicz | Princeton, Nj | Jan 11, 2021 | Oct 17, 2019 |
The rule
- Registrations ended
- Jan 11, 2021
- Registered next
- Apr 25, 2006 to Feb 14, 2022
- Branch state
- NJ
- Cities
- 6, most in Short Hills, Nj
- Registered there that day
- 1,467 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape