DFX Intelligence

RIA Intelligence

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Team lift-out

10 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Harris KatzPennington, NjFeb 16, 2017Mar 9, 2017
Jonathan B FetnerShort Hills, NjFeb 21, 2017Feb 17, 2017
Lewis Todd LevineShort Hills, NjFeb 21, 2017Feb 21, 2017
Yon Wha SicilianoRed Bank, NjMar 6, 2017Mar 3, 2017
Donald John WitkowskiRed Bank, NjMar 7, 2017Mar 3, 2017
Glen Patrick GillPennington, NjMar 7, 2017Mar 3, 2017
Rohit K BhallaChatham, NjMar 17, 2017Mar 17, 2017
Brian Gerard O'ConnorDemarest, NjMar 27, 2017Mar 24, 2017
Gerard Ronald TischioToms River, NjMar 31, 2017Mar 30, 2017
Michelle Lee CrisalliToms River, NjMar 31, 2017Mar 30, 2017
The rule
Registrations ended
Feb 16, 2017 to Mar 31, 2017
Registered next
Feb 17, 2017 to Mar 30, 2017
Branch state
NJ
Cities
6, most in Pennington, Nj
Registered there that day
18,973 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••