DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left V••••• N••••••• A••••••• I•• for K••••••••• W••••• A•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jaclyn Marie CorneliusBethlehem, PaAug 6, 2024Aug 5, 2024
Jonathan Lee RitterBethlehem, PaAug 6, 2024Aug 26, 2024
Rodman Dehart YoungBethlehem, PaAug 6, 2024Aug 5, 2024
Simone SanvitoBethlehem, PaAug 6, 2024Aug 5, 2024
The rule
Registrations ended
Aug 6, 2024
Registered next
Aug 5, 2024 to Aug 26, 2024
Branch state
PA
Cities
1, most in Bethlehem, Pa
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
27%
Succession by the destination
none on the tape
Other teams out of V••••• N••••••• A••••••• I••Other teams into K••••••••• W••••• A•••••••