DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left U•• F•••••••• S••••••• I••• for U•• A•••• M••••••••• ••••••••• L••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Carl AndersenWeehawken, NjOct 4, 2023Dec 11, 2025
David KellyWeehawken, NjOct 4, 2023Oct 10, 2023
Edward EcclesWeehawken, NjOct 4, 2023Oct 10, 2023
Eileen WongWeehawken, NjOct 4, 2023Feb 27, 2026
Michael NipWeehawken, NjOct 4, 2023Oct 10, 2023
Thomasina Melanie CarneyWeehawken, NjOct 4, 2023Oct 10, 2023
Max MelchesWeehawken, NjOct 6, 2023Oct 10, 2023
The rule
Registrations ended
Oct 4, 2023 to Oct 6, 2023
Registered next
Oct 10, 2023 to Feb 27, 2026
Branch state
NJ
Cities
1, most in Weehawken, Nj
Registered there that day
8,660 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
a succession within a year (Apr 2, 2024), not necessarily this firm
Other teams out of U•• F•••••••• S••••••• I•••Other teams into U•• A•••• M••••••••• ••••••••• L••