DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left P••• A••••• S••••••••• L•• for S•••• P•••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason C LambBrielle, NjJun 21, 2018Jun 7, 2018
Jacob Bergen RueBrielle, NjJun 25, 2018May 31, 2018
James P FayBrielle, NjJun 25, 2018Jun 7, 2018
John J ScalabriniBrielle, NjJun 25, 2018Jun 7, 2018
The rule
Registrations ended
Jun 21, 2018 to Jun 25, 2018
Registered next
May 31, 2018 to Jun 7, 2018
Branch state
NJ
Cities
1, most in Brielle, Nj
Registered there that day
1,190 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of P••• A••••• S••••••••• L••Other teams into S•••• P•••• A•••••••• L••