DFX Intelligence
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Team lift-out
2 advisors left F••••••• L•• for G•••••••• F•••••••• A•••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 19, 2023
- Registered next
- Aug 16, 2023 to Sep 8, 2023
- Branch state
- NJ
- Cities
- 2, most in Ocean City, Nj
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape