DFX Intelligence
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Team lift-out
2 advisors left P•••••• A•••••• G••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julie Marie Barr | Morristown, Nj | Nov 27, 2018 | Oct 15, 2018 |
| Robert James Ellis | Morristown, Nj | Nov 27, 2018 | Oct 15, 2018 |
The rule
- Registrations ended
- Nov 27, 2018
- Registered next
- Oct 15, 2018
- Branch state
- NJ
- Cities
- 1, most in Morristown, Nj
- Registered there that day
- 481 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape