DFX Intelligence
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Team lift-out
5 advisors left 1••• A••••••• for S•••••• N••••••• • C••••••• I•••••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Patrick Mcshane | Carnegie, Pa | May 26, 2022 | May 16, 2022 |
| Joseph Muscatello | Carnegie, Pa | May 26, 2022 | May 18, 2022 |
| Edward Robert Murray | West Conshohocken, Pa | May 27, 2022 | Jun 2, 2022 |
| Ellen R Perlman | West Conshohocken, Pa | Jun 6, 2022 | Jun 7, 2022 |
| Maryanne Kelly | West Conshohocken, Pa | Jun 6, 2022 | Jun 8, 2022 |
The rule
- Registrations ended
- May 26, 2022 to Jun 6, 2022
- Registered next
- May 16, 2022 to Jun 8, 2022
- Branch state
- PA
- Cities
- 2, most in West Conshohocken, Pa
- Registered there that day
- 37 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape