DFX Intelligence
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Team lift-out
2 advisors left E••••••••• W••••• M••••••••• • C•••••••• B•••••••• L•• for P••••••••• • A• E••••••••• C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Bruce Gubernick | Iselin, Nj | Nov 15, 2023 | Nov 15, 2023 |
| William Paul St.Clair | Mount Laurel, Nj | Nov 15, 2023 | Nov 15, 2023 |
The rule
- Registrations ended
- Nov 15, 2023
- Registered next
- Nov 15, 2023
- Branch state
- NJ
- Cities
- 2, most in Mount Laurel, Nj
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- a succession within a year (Aug 4, 2023), not necessarily this firm