DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left S••••••••• A•••••• A•••••••• I••• for B••• W••••• A•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam David BlackGap, PaMay 31, 2024Oct 16, 2023
Alexandre S CostaGap, PaMay 31, 2024Oct 16, 2023
Clair Lamar KingGap, PaMay 31, 2024Oct 16, 2023
Curtis Mark BurkholderAtglen, PaMay 31, 2024Oct 16, 2023
James Gregory WahlbergGap, PaMay 31, 2024Oct 16, 2023
Ryan Matthew KurtzGap, PaMay 31, 2024Oct 16, 2023
Ronald Dean BareConestoga, PaJun 5, 2024Oct 16, 2023
The rule
Registrations ended
May 31, 2024 to Jun 5, 2024
Registered next
Oct 16, 2023
Branch state
PA
Cities
3, most in Gap, Pa
Registered there that day
1,760 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of S••••••••• A•••••• A•••••••• I•••Other teams into B••• W••••• A•••••••