DFX Intelligence
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Team lift-out
2 advisors left G•• A••••••• G•••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cory Scott Meyer | Fort Washington, Pa | Dec 5, 2018 | Dec 1, 2018 |
| Glenn David Meyer | Fort Washington, Pa | Dec 5, 2018 | Dec 1, 2018 |
The rule
- Registrations ended
- Dec 5, 2018
- Registered next
- Dec 1, 2018
- Branch state
- PA
- Cities
- 1, most in Fort Washington, Pa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape