DFX Intelligence
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Team lift-out
4 advisors left S••••••••• A•••••• A•••••••• I••• for M••••••• W••••• M••••••••• I•••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles David Keller | Lititz, Pa | Apr 1, 2024 | Mar 27, 2024 |
| Garrison Rexon North | Lancaster, Pa | Apr 1, 2024 | Mar 26, 2024 |
| Jonathan Thompson | Lancaster, Pa | Apr 1, 2024 | Mar 27, 2024 |
| Lyle E Hershey | Lancaster, Pa | Apr 1, 2024 | Mar 27, 2024 |
The rule
- Registrations ended
- Apr 1, 2024
- Registered next
- Mar 26, 2024 to Mar 27, 2024
- Branch state
- PA
- Cities
- 2, most in Lancaster, Pa
- Registered there that day
- 1,803 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape