DFX Intelligence

RIA Intelligence

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Team lift-out

12 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
David Louis PotischmanLivingston, NjJun 2, 2025May 22, 2025
Gabriel Adam LavigneColts Neck, NjJun 10, 2025May 30, 2025
Keith Stuart KarstadtHolmdel, NjJun 10, 2025May 30, 2025
Nicholas DebiaseRed Bank, NjJun 10, 2025May 30, 2025
Alfred B YoungParamus, NjJun 17, 2025Jun 6, 2025
Angelo AmitsisParamus, NjJun 17, 2025Jun 6, 2025
Kevin Michael ReinerParamus, NjJun 17, 2025Jun 6, 2025
Daniel KarstadtHolmdel, NjJun 24, 2025May 30, 2025
Tod Daley AsmussenWeehawken, NjJul 1, 2025Jun 18, 2025
Mary Lucy Fava-MarshParamus, NjJul 3, 2025Jun 6, 2025
Meric NandraSecaucus, NjJul 17, 2025Jul 23, 2025
Davis William WalkerPrinceton, NjJul 25, 2025Sep 3, 2025
The rule
Registrations ended
Jun 2, 2025 to Jul 25, 2025
Registered next
May 22, 2025 to Sep 3, 2025
Branch state
NJ
Cities
8, most in Paramus, Nj
Registered there that day
9,085 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into M••••• S••••••