DFX Intelligence
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Team lift-out
2 advisors left B••••• W••••• A••••••• for L•• F•••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Scott Bagell | Mount Laurel, Nj | Nov 16, 2017 | Sep 15, 2020 |
| Michael Brandon Gotleib | Mount Laurel, Nj | Nov 16, 2017 | Mar 15, 2023 |
The rule
- Registrations ended
- Nov 16, 2017
- Registered next
- Sep 15, 2020 to Mar 15, 2023
- Branch state
- NJ
- Cities
- 1, most in Mount Laurel, Nj
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape