DFX Intelligence
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Team lift-out
2 advisors left W••••• A••••••• G••••• I••• for E•••••••• A•••••••• L••
mixed wealthtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Christopher Bass | Wayne, Pa | Nov 26, 2025 | Jul 30, 2002 |
| Richard Ellis Craft | Wayne, Pa | Nov 26, 2025 | Jul 30, 2002 |
The rule
- Registrations ended
- Nov 26, 2025
- Registered next
- Jul 30, 2002
- Branch state
- PA
- Cities
- 1, most in Wayne, Pa
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape