DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for T•••••••• C•••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy D Macisaac | Short Hills, Nj | May 24, 2019 | Jun 3, 2019 |
| Mike Scott Saul | Basking Ridge, Nj | May 24, 2019 | May 23, 2019 |
The rule
- Registrations ended
- May 24, 2019
- Registered next
- May 23, 2019 to Jun 3, 2019
- Branch state
- NJ
- Cities
- 2, most in Basking Ridge, Nj
- Registered there that day
- 20,985 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape