DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer M Bell | Bedminster, Nj | Jun 14, 2024 | Jun 7, 2024 |
| Katie Lynn Scholl | Bedminster, Nj | Jun 14, 2024 | Jun 7, 2024 |
| Nicholas Gerard Schmidt | Bedminster, Nj | Jun 14, 2024 | Jun 7, 2024 |
| Robert Gerard Schmidt | Bedminster, Nj | Jun 21, 2024 | Jun 7, 2024 |
The rule
- Registrations ended
- Jun 14, 2024 to Jun 21, 2024
- Registered next
- Jun 7, 2024
- Branch state
- NJ
- Cities
- 1, most in Bedminster, Nj
- Registered there that day
- 13,585 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape