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Team lift-out

2 advisors left O•••• W•••••• I••• for T•• A•••••••• G••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christina Anne NashPennington, NjMar 5, 2025Sep 29, 2023
Jodi Marie ViaudPennington, NjMar 5, 2025Sep 29, 2023
The rule
Registrations ended
Mar 5, 2025
Registered next
Sep 29, 2023
Branch state
NJ
Cities
1, most in Pennington, Nj
Registered there that day
7,880 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape