DFX Intelligence
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Team lift-out
4 advisors left I••••••••• A••••••• A•••• M••••••••• L•• for I•• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Clark Parsons | Easton, Pa | Jun 30, 2020 | Feb 14, 2020 |
| Ryan Joseph Conlin | Easton, Pa | Jun 30, 2020 | Mar 9, 2020 |
| Stephen Gerard Gooditis | Easton, Pa | Jun 30, 2020 | Mar 9, 2020 |
| Stephen Kronick | Clifton, Pa | Jun 30, 2020 | Mar 10, 2020 |
The rule
- Registrations ended
- Jun 30, 2020
- Registered next
- Feb 14, 2020 to Mar 10, 2020
- Branch state
- PA
- Cities
- 2, most in Easton, Pa
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape