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Team lift-out

2 advisors left U•• F•••••••• S••••••• I••• for A••••••• A•••• M••••••••• I•••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Debra Beth FelberbaumWeehawken, NjJul 31, 2018Sep 7, 2023
Marilee FeroneWeehawken, NjJul 31, 2018Dec 12, 2018
The rule
Registrations ended
Jul 31, 2018
Registered next
Dec 12, 2018 to Sep 7, 2023
Branch state
NJ
Cities
1, most in Weehawken, Nj
Registered there that day
7,780 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape