DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Eric Charles Beittel | Lancaster, Pa | Feb 7, 2024 | Mar 31, 2023 |
| Ryan Matthew Middleton | Lancaster, Pa | Feb 7, 2024 | Mar 31, 2023 |
The rule
- Registrations ended
- Feb 7, 2024
- Registered next
- Mar 31, 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
- 13%
- Succession by the destination
- none on the tape