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
3 advisors left U•• F•••••••• S••••••• I••• for N•• E••• W•••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Glen Ryan Mintz | Weehawken, Nj | May 19, 2021 | May 24, 2021 |
| Jeffrey S Cherkas | Paramus, Nj | Jun 2, 2021 | May 24, 2021 |
| Jonathan David Heines | Weehawken, Nj | Jun 10, 2021 | Jun 16, 2021 |
The rule
- Registrations ended
- May 19, 2021 to Jun 10, 2021
- Registered next
- May 24, 2021 to Jun 16, 2021
- Branch state
- NJ
- Cities
- 2, most in Weehawken, Nj
- Registered there that day
- 7,855 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape