DFX Intelligence
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Team lift-out
2 advisors left S••• C•••••• M••••••••• L••• for E••••••• I••••••••• P••••••• L••
mixed wealthtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Schachter | Sewickley, Pa | Jul 26, 2021 | Jul 15, 2021 |
| Philip Jon Greenblatt | Sewickley, Pa | Jul 26, 2021 | Jul 15, 2021 |
The rule
- Registrations ended
- Jul 26, 2021
- Registered next
- Jul 15, 2021
- Branch state
- PA
- Cities
- 1, most in Sewickley, Pa
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape