DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P••• V••••• I•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan David Markoe | Mount Laurel, Nj | Oct 9, 2018 | Oct 10, 2018 |
| Joshua Feldschneider | Mount Laurel, Nj | Oct 9, 2018 | Jan 29, 2020 |
The rule
- Registrations ended
- Oct 9, 2018
- Registered next
- Oct 10, 2018 to Jan 29, 2020
- Branch state
- NJ
- Cities
- 1, most in Mount Laurel, Nj
- Registered there that day
- 20,608 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape