DFX Intelligence
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Team lift-out
2 advisors left P•••••• C•••••• M••••••••• L•• for C• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew H Parsons | New Hope, Pa | Jun 9, 2025 | May 1, 2025 |
| Russell John Parsons | New Hope, Pa | Jun 9, 2025 | Apr 30, 2025 |
The rule
- Registrations ended
- Jun 9, 2025
- Registered next
- Apr 30, 2025 to May 1, 2025
- Branch state
- PA
- Cities
- 1, most in New Hope, Pa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape