DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left M•• I•••••••• S•••••••• L•• for C••••••••• F•••••••• N••••••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Dorota WarcholIselin, NjJul 28, 2020Jul 28, 2020
Hirbod AzmiParamus, NjJul 28, 2020Jul 28, 2020
The rule
Registrations ended
Jul 28, 2020
Registered next
Jul 28, 2020
Branch state
NJ
Cities
2, most in Iselin, Nj
Registered there that day
3,483 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•• I•••••••• S•••••••• L••Other teams into C••••••••• F•••••••• N••••••