DFX Intelligence
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Team lift-out
2 advisors left A•••••••• F•••••••• G•••• for A•••••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 16, 2024 to Dec 20, 2024
- Registered next
- Apr 3, 2008 to Feb 15, 2022
- Branch state
- PA
- Cities
- 1, most in Pittsburgh, Pa
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape