DFX Intelligence
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Team lift-out
5 advisors left I••••••••• A••••••• A•••• M••••••••• L•• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Allen Perhach | Easton, Pa | Jun 30, 2020 | Nov 13, 2019 |
| Gerald Emil Stefanelli | Easton, Pa | Jun 30, 2020 | Oct 18, 2019 |
| James August Bartolacci | Bethlehem, Pa | Jun 30, 2020 | Sep 30, 2016 |
| Jesse Philip Pellegrino | Easton, Pa | Jun 30, 2020 | Apr 26, 2016 |
| Raymond Butterworth | Easton, Pa | Jun 30, 2020 | Aug 12, 2019 |
The rule
- Registrations ended
- Jun 30, 2020
- Registered next
- Apr 26, 2016 to Nov 13, 2019
- Branch state
- PA
- Cities
- 2, most in Easton, Pa
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape