DFX Intelligence

RIA Intelligence

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Team lift-out

10 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin R HoweCoudersport, PaMar 1, 2023Mar 1, 2023
Brian Joseph TevlinWellsboro, PaMar 1, 2023Mar 1, 2023
Edward Kenneth PennerWellsboro, PaMar 1, 2023Mar 1, 2023
Kathryn JohnstonSayre, PaMar 1, 2023Mar 1, 2023
Larry David AldersonSayre, PaMar 1, 2023Mar 1, 2023
Matthew Kirk LandisWellsboro, PaMar 1, 2023Mar 1, 2023
Michael James HickeyMuncy, PaMar 1, 2023Mar 1, 2023
Ryan L EckWilliamsport, PaMar 1, 2023Mar 1, 2023
Samuel R LushWilliamsport, PaMar 1, 2023Mar 1, 2023
Scott Wayne ClarkWellsboro, PaMar 1, 2023Mar 1, 2023
The rule
Registrations ended
Mar 1, 2023
Registered next
Mar 1, 2023
Branch state
PA
Cities
5, most in Wellsboro, Pa
Registered there that day
2,678 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into L•• F•••••••• L••