DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for X•• F•••••••• G••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Callan | Fort Washington, Pa | Jul 11, 2022 | Jul 1, 2022 |
| Jennifer Bixler Telesca | Fort Washington, Pa | Jul 11, 2022 | Jul 5, 2022 |
| Mark Dale Samson | Fort Washington, Pa | Jul 11, 2022 | Jul 1, 2022 |
The rule
- Registrations ended
- Jul 11, 2022
- Registered next
- Jul 1, 2022 to Jul 5, 2022
- Branch state
- PA
- Cities
- 1, most in Fort Washington, Pa
- Registered there that day
- 1,757 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape