DFX Intelligence
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Team lift-out
2 advisors left T•• W•••••• A••••••• G••••• L•• for C•••••••• F•••••••• P•••••••
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew William Factor | Wayne, Pa | Jul 5, 2018 | Apr 26, 2018 |
| Steven Richard Montgomery | Wayne, Pa | Jul 5, 2018 | May 3, 2018 |
The rule
- Registrations ended
- Jul 5, 2018
- Registered next
- Apr 26, 2018 to May 3, 2018
- Branch state
- PA
- Cities
- 1, most in Wayne, Pa
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape