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 C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessica Katy Brendell | Springfield, Nj | Sep 25, 2025 | Sep 25, 2025 |
| Warren M Schneider | Morristown, Nj | Sep 30, 2025 | Sep 25, 2025 |
The rule
- Registrations ended
- Sep 25, 2025 to Sep 30, 2025
- Registered next
- Sep 25, 2025
- Branch state
- NJ
- Cities
- 2, most in Springfield, Nj
- Registered there that day
- 3,322 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape