DFX Intelligence
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Team lift-out
2 advisors left G••••• W••••• M••••••••• I••• for P••••••• R••••••••• I•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew John Dziedzic | Montgomeryville, Pa | Apr 12, 2024 | Aug 4, 2020 |
| James Otto Shoup | Montgomeryville, Pa | Apr 12, 2024 | Nov 9, 2020 |
The rule
- Registrations ended
- Apr 12, 2024
- Registered next
- Aug 4, 2020 to Nov 9, 2020
- Branch state
- PA
- Cities
- 1, most in Montgomeryville, Pa
- Registered there that day
- 177 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape