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 U•• F•••••••• S••••••• I••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daryl Lipkin | Princeton, Nj | Apr 8, 2022 | Mar 23, 2022 |
| Leslie Paolino Shenkler | Princeton, Nj | Apr 8, 2022 | Mar 23, 2022 |
The rule
- Registrations ended
- Apr 8, 2022
- Registered next
- Mar 23, 2022
- Branch state
- NJ
- Cities
- 1, most in Princeton, Nj
- Registered there that day
- 8,329 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape