DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for J••• E••••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Kenneth Whitehead | Newtown, Pa | Apr 29, 2021 | Mar 8, 2021 |
| Michael Raymond Smith | Newtown, Pa | Apr 29, 2021 | Mar 25, 2021 |
The rule
- Registrations ended
- Apr 29, 2021
- Registered next
- Mar 8, 2021 to Mar 25, 2021
- Branch state
- PA
- Cities
- 1, most in Newtown, Pa
- Registered there that day
- 1,551 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape