DFX Intelligence
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Team lift-out
2 advisors left A•••• P••••••• S••••••• L••• for S••••• F••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Michael Bates | Harleysville, Pa | Oct 20, 2020 | Oct 16, 2020 |
| Michael Alan Halvorsen | Harleysville, Pa | Oct 20, 2020 | Oct 16, 2020 |
The rule
- Registrations ended
- Oct 20, 2020
- Registered next
- Oct 16, 2020
- Branch state
- PA
- Cities
- 1, most in Harleysville, Pa
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape