DFX Intelligence
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Team lift-out
3 advisors left F•••••••• A•••••••• L•• for S••••• O•• S••••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryce M Wandell | Lancaster, Pa | Mar 9, 2023 | Mar 22, 2023 |
| David A Over | Lancaster, Pa | Mar 9, 2023 | Feb 27, 2023 |
| Joseph L Leon | Lancaster, Pa | Mar 9, 2023 | Mar 7, 2023 |
The rule
- Registrations ended
- Mar 9, 2023
- Registered next
- Feb 27, 2023 to Mar 22, 2023
- Branch state
- PA
- Cities
- 1, most in Lancaster, Pa
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 19%
- Succession by the destination
- none on the tape