DFX Intelligence
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Team lift-out
2 advisors left M•••• F•••••••• P••••••• for C••••• I••••••••• A••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lisa Sloan Karlin | Elverson, Pa | Mar 9, 2021 | Mar 21, 2024 |
| Sean P Ryan | Elverson, Pa | Mar 9, 2021 | Mar 21, 2024 |
The rule
- Registrations ended
- Mar 9, 2021
- Registered next
- Mar 21, 2024
- Branch state
- PA
- Cities
- 1, most in Elverson, 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