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 M••• S••••• F•••••••• L••• A•••••••• L•• for I••••••••• I••••••••• F••••••••• L••
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicole Marie Offerman | Moorestown, Nj | Mar 25, 2015 | Mar 21, 2013 |
| Theresa Ann Procida | Moorestown, Nj | Mar 25, 2015 | Mar 20, 2013 |
The rule
- Registrations ended
- Mar 25, 2015
- Registered next
- Mar 20, 2013 to Mar 21, 2013
- Branch state
- NJ
- Cities
- 1, most in Moorestown, Nj
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape