DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for A••••••• P••••••••• A•••••••• I••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kimberly Cullen Black | Bedminster, Nj | Oct 25, 2022 | Oct 20, 2022 |
| Mary Beth Fanelli | Bedminster, Nj | Nov 3, 2022 | Oct 21, 2022 |
The rule
- Registrations ended
- Oct 25, 2022 to Nov 3, 2022
- Registered next
- Oct 20, 2022 to Oct 21, 2022
- Branch state
- NJ
- Cities
- 1, most in Bedminster, Nj
- Registered there that day
- 13,883 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape