DFX Intelligence
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Team lift-out
2 advisors left P•• W••••• M••••••••• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Patrick Mccurry | Greensburg, Pa | Sep 10, 2019 | Aug 23, 2019 |
| Stuart Marc Miller | Greensburg, Pa | Sep 10, 2019 | Aug 23, 2019 |
The rule
- Registrations ended
- Sep 10, 2019
- Registered next
- Aug 23, 2019
- Branch state
- PA
- Cities
- 1, most in Greensburg, Pa
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape