DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for C•••••• S••••• • C••• I•••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rogelio Garduno | Malvern, Pa | Jan 20, 2023 | Feb 3, 2023 |
| Jacob M Grier | Malvern, Pa | Jan 27, 2023 | Feb 14, 2023 |
The rule
- Registrations ended
- Jan 20, 2023 to Jan 27, 2023
- Registered next
- Feb 3, 2023 to Feb 14, 2023
- Branch state
- PA
- Cities
- 1, most in Malvern, Pa
- Registered there that day
- 1,780 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape