DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for A•••• I••••••••• G••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Vincent Stephen Lucchesi | Edison, Nj | Jan 8, 2025 | Dec 17, 2024 |
| Kim Desio | Toms River, Nj | Jan 15, 2025 | Jan 7, 2025 |
The rule
- Registrations ended
- Jan 8, 2025 to Jan 15, 2025
- Registered next
- Dec 17, 2024 to Jan 7, 2025
- Branch state
- NJ
- Cities
- 2, most in Edison, Nj
- Registered there that day
- 9,093 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape