DFX Intelligence
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Team lift-out
2 advisors left P••••••• C•••••• M••••••••• C•••• for W•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Burton Brady | Paoli, Pa | Feb 6, 2025 | Dec 16, 2024 |
| David Arden Emery | Paoli, Pa | Feb 6, 2025 | Dec 16, 2024 |
The rule
- Registrations ended
- Feb 6, 2025
- Registered next
- Dec 16, 2024
- Branch state
- PA
- Cities
- 1, most in Paoli, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape