DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Geoffrey Ross Cleveland | Summit, Nj | Mar 27, 2023 | Mar 24, 2023 |
| Victoria Collins | Manasquan, Nj | Apr 10, 2023 | Jul 24, 2024 |
The rule
- Registrations ended
- Mar 27, 2023 to Apr 10, 2023
- Registered next
- Mar 24, 2023 to Jul 24, 2024
- Branch state
- NJ
- Cities
- 2, most in Summit, Nj
- Registered there that day
- 23,141 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape