DFX Intelligence
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Team lift-out
3 advisors left P•••••• A•••••• G••••• L•• for P• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marc Adam Specht | Morristown, Nj | Mar 14, 2019 | Mar 19, 2019 |
| Steven Bernknopf | Cranbury, Nj | Mar 14, 2019 | Mar 19, 2019 |
| Thomas Joseph Haggerty | Morristown, Nj | Mar 14, 2019 | Mar 23, 2019 |
The rule
- Registrations ended
- Mar 14, 2019
- Registered next
- Mar 19, 2019 to Mar 23, 2019
- Branch state
- NJ
- Cities
- 2, most in Morristown, Nj
- Registered there that day
- 488 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape