DFX Intelligence
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Team lift-out
2 advisors left S••••••••• F•••••••• G••••• L•• for A•••••• A••••••• S•••••••
unclassifiedtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Mordechai Schmerling | Jenkintown, Pa | Sep 20, 2019 | Oct 25, 2019 |
| Neil Gerson Schmerling | Abington, Pa | Sep 30, 2019 | Oct 25, 2019 |
The rule
- Registrations ended
- Sep 20, 2019 to Sep 30, 2019
- Registered next
- Oct 25, 2019
- Branch state
- PA
- Cities
- 2, most in Jenkintown, Pa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Nov 1, 2019), not necessarily this firm