DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left T•• A•••••••• I••• for G•••• V••••• A•••••• G••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
James Patrick KarthausSummit, NjAug 31, 2017Sep 6, 2017
Jason O'MearaSummit, NjAug 31, 2017Sep 6, 2017
Jonathan William ChildsSummit, NjAug 31, 2017Sep 16, 2017
Phillip Albert LorenzonSummit, NjAug 31, 2017Sep 16, 2017
The rule
Registrations ended
Aug 31, 2017
Registered next
Sep 6, 2017 to Sep 16, 2017
Branch state
NJ
Cities
1, most in Summit, Nj
Registered there that day
78 (people still on IAPD; an estimate)
Share of that headcount
5.1%
Succession by the destination
none on the tape
Other teams out of T•• A•••••••• I•••Other teams into G•••• V••••• A•••••• G••••• L••