DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left M••••• S•••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Allison L DelayLawrenceville, NjOct 7, 2020Oct 2, 2020
Leah F ZikoskiLawrenceville, NjOct 7, 2020Oct 2, 2020
Maria GaspariMorristown, NjOct 7, 2020Oct 2, 2020
Noah WiegandLawrenceville, NjOct 7, 2020Oct 2, 2020
Arthur Irving MartinLawrenceville, NjOct 15, 2020Oct 2, 2020
Brett Michael ScharfMorristown, NjOct 15, 2020Oct 2, 2020
Wade Robert MartinLawrenceville, NjOct 15, 2020Oct 2, 2020
Zachary Meyers MartinLawrenceville, NjOct 15, 2020Oct 2, 2020
The rule
Registrations ended
Oct 7, 2020 to Oct 15, 2020
Registered next
Oct 2, 2020
Branch state
NJ
Cities
2, most in Lawrenceville, Nj
Registered there that day
16,467 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into R•• C•••••• M••••••• L••