DFX Intelligence
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Team lift-out
3 advisors left T•••••••• A••••••• G••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jared Wegley | Greensburg, Pa | Nov 1, 2022 | Nov 1, 2022 |
| Justin Wegley | Murrysville, Pa | Nov 1, 2022 | Nov 1, 2022 |
| Mary Katherine Puzak | Greensburg, Pa | Nov 1, 2022 | Nov 2, 2022 |
The rule
- Registrations ended
- Nov 1, 2022
- Registered next
- Nov 1, 2022 to Nov 2, 2022
- Branch state
- PA
- Cities
- 2, most in Greensburg, Pa
- Registered there that day
- 52 (people still on IAPD; an estimate)
- Share of that headcount
- 5.8%
- Succession by the destination
- none on the tape