DFX Intelligence
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Team lift-out
2 advisors left M••••••• B••• • A••••••••• I••• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher A Zavecz | Bethlehem, Pa | Sep 30, 2019 | Apr 29, 2019 |
| Michael Peters | Bethlehem, Pa | Sep 30, 2019 | Apr 29, 2019 |
The rule
- Registrations ended
- Sep 30, 2019
- Registered next
- Apr 29, 2019
- Branch state
- PA
- Cities
- 1, most in Bethlehem, Pa
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape