DFX Intelligence
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Team lift-out
4 advisors left B• R•••• W••••• A•••••••• I••• for O•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clancy J Atkinson | Sharon, Pa | Jun 24, 2025 | May 30, 2025 |
| John Patrick Potter | Sharon, Pa | Jun 24, 2025 | May 30, 2025 |
| Robert Joseph Campbell | Malvern, Pa | Jun 24, 2025 | Jun 6, 2025 |
| Thomas Raymond Skelton | Warren, Pa | Jun 24, 2025 | May 30, 2025 |
The rule
- Registrations ended
- Jun 24, 2025
- Registered next
- May 30, 2025 to Jun 6, 2025
- Branch state
- PA
- Cities
- 3, most in Sharon, Pa
- Registered there that day
- 193 (people still on IAPD; an estimate)
- Share of that headcount
- 2.1%
- Succession by the destination
- none on the tape