DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C••••••• S••••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kunal Sharma | Bordentown, Nj | Apr 24, 2026 | Jun 24, 2026 |
| Lori Lynn Bateman | Pennington, Nj | Apr 27, 2026 | Apr 29, 2026 |
The rule
- Registrations ended
- Apr 24, 2026 to Apr 27, 2026
- Registered next
- Apr 29, 2026 to Jun 24, 2026
- Branch state
- NJ
- Cities
- 2, most in Bordentown, Nj
- Registered there that day
- 24,944 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape