DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for W••••• W••••• M••••••••• C••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allen Scott Wagner | Sugarloaf, Pa | Oct 19, 2023 | Sep 12, 2023 |
| Kyle Scott Wagner | Sugarloaf, Pa | Oct 19, 2023 | Sep 12, 2023 |
The rule
- Registrations ended
- Oct 19, 2023
- Registered next
- Sep 12, 2023
- Branch state
- PA
- Cities
- 1, most in Sugarloaf, Pa
- Registered there that day
- 2,554 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape