DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for N•••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eli Moallem | Montvale, Nj | Jun 22, 2021 | Jun 21, 2021 |
| Jonathan C Karn | Ramsey, Nj | Jun 22, 2021 | Jun 21, 2021 |
The rule
- Registrations ended
- Jun 22, 2021
- Registered next
- Jun 21, 2021
- Branch state
- NJ
- Cities
- 2, most in Montvale, Nj
- Registered there that day
- 22,282 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Nov 1, 2021), not necessarily this firm