DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for M••••• S••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Maura Grant | Malvern, Pa | Jul 9, 2024 | Jul 30, 2024 |
| Allen C Minton | Malvern, Pa | Jul 17, 2024 | Aug 4, 2025 |
The rule
- Registrations ended
- Jul 9, 2024 to Jul 17, 2024
- Registered next
- Jul 30, 2024 to Aug 4, 2025
- Branch state
- PA
- Cities
- 1, most in Malvern, Pa
- Registered there that day
- 1,806 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape