DFX Intelligence
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Team lift-out
4 advisors left V•••• C••••••• I••• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dawn Tyra Tobin | Bethlehem, Pa | Oct 25, 2019 | Oct 25, 2019 |
| Jonathan David Kerstetter | Bethlehem, Pa | Oct 25, 2019 | Oct 25, 2019 |
| Pieter Van De Keer | Bethlehem, Pa | Oct 25, 2019 | Oct 25, 2019 |
| Walter Thomas Wandall | Bethlehem, Pa | Oct 25, 2019 | Oct 25, 2019 |
The rule
- Registrations ended
- Oct 25, 2019
- Registered next
- Oct 25, 2019
- Branch state
- PA
- Cities
- 1, most in Bethlehem, Pa
- Registered there that day
- 65 (people still on IAPD; an estimate)
- Share of that headcount
- 6.2%
- Succession by the destination
- none on the tape