DFX Intelligence
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Team lift-out
2 advisors left S••••• M••••••••• for P•••••• M••••••••• S••••••• L•••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 29, 2021 to Jul 1, 2021
- Registered next
- Jun 11, 2021 to Jun 14, 2021
- Branch state
- PA
- Cities
- 2, most in King Of Prussia, Pa
- Registered there that day
- 82 (people still on IAPD; an estimate)
- Share of that headcount
- 2.4%
- Succession by the destination
- none on the tape