DFX Intelligence
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Team lift-out
2 advisors left P•••••• A•••••• G••••• L•• for O••••••• B•• W••••• P•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mary Grace Lundstrom | Morristown, Nj | Jun 8, 2022 | Jun 15, 2022 |
| Michael Herbert Rosenthal | Morristown, Nj | Jun 8, 2022 | Jun 1, 2022 |
The rule
- Registrations ended
- Jun 8, 2022
- Registered next
- Jun 1, 2022 to Jun 15, 2022
- Branch state
- NJ
- Cities
- 1, most in Morristown, Nj
- Registered there that day
- 657 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape