DFX Intelligence
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Team lift-out
2 advisors left F•••••• M••••••••• A••••••••• I••• for I••••••••• F•••••••• P•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Holin | Fort Washington, Pa | Dec 24, 2024 | Aug 20, 2024 |
| Joshua Holin | Fort Washington, Pa | Dec 31, 2024 | May 29, 2025 |
The rule
- Registrations ended
- Dec 24, 2024 to Dec 31, 2024
- Registered next
- Aug 20, 2024 to May 29, 2025
- Branch state
- PA
- Cities
- 1, most in Fort Washington, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape