DFX Intelligence
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Team lift-out
2 advisors left P•••••• P•••••••• P•••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Kleinstein | Paramus, Nj | Mar 31, 2023 | Mar 30, 2023 |
| Ethan Howard Saidel | Verona, Nj | Mar 31, 2023 | Mar 30, 2023 |
The rule
- Registrations ended
- Mar 31, 2023
- Registered next
- Mar 30, 2023
- Branch state
- NJ
- Cities
- 2, most in Verona, Nj
- Registered there that day
- 22 (people still on IAPD; an estimate)
- Share of that headcount
- 9.1%
- Succession by the destination
- none on the tape