DFX Intelligence
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Team lift-out
2 advisors left A••••• F•••••••• M••••••••• I••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelly Justine Albert | Allentown, Pa | May 9, 2023 | Apr 6, 2023 |
| Michael David Baittinger | Allentown, Pa | May 9, 2023 | Apr 10, 2023 |
The rule
- Registrations ended
- May 9, 2023
- Registered next
- Apr 6, 2023 to Apr 10, 2023
- Branch state
- PA
- Cities
- 1, most in Allentown, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape