DFX Intelligence
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Team lift-out
2 advisors left P•• W••••• M••••••••• for J••••• H•••••••• W••• L••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Alan Nedley | Washington, Pa | Jan 19, 2018 | Jan 11, 2018 |
| Susan Jane Marshall | Washington, Pa | Jan 22, 2018 | Jan 11, 2018 |
The rule
- Registrations ended
- Jan 19, 2018 to Jan 22, 2018
- Registered next
- Jan 11, 2018
- Branch state
- PA
- Cities
- 1, most in Washington, Pa
- Registered there that day
- 909 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape