DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for C••••••••• F•••••••• N••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Scott Fisher | Womelsdorf, Pa | May 24, 2018 | May 18, 2018 |
| Donald Zwally Haverstick | Womelsdorf, Pa | May 24, 2018 | May 18, 2018 |
The rule
- Registrations ended
- May 24, 2018
- Registered next
- May 18, 2018
- Branch state
- PA
- Cities
- 1, most in Womelsdorf, Pa
- Registered there that day
- 1,353 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- a succession within a year (Aug 10, 2017), not necessarily this firm