DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for I••••••••• A•••••• A•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erin Feldman Mendez | Vineland, Nj | Jan 11, 2022 | Jan 7, 2022 |
| Ian Klinger | Vineland, Nj | Jan 11, 2022 | Jan 6, 2022 |
The rule
- Registrations ended
- Jan 11, 2022
- Registered next
- Jan 6, 2022 to Jan 7, 2022
- Branch state
- NJ
- Cities
- 1, most in Vineland, Nj
- Registered there that day
- 10,061 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape