DFX Intelligence
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Team lift-out
2 advisors left S•••••••• F••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessica Marie Geary | Latrobe, Pa | Aug 30, 2019 | Aug 28, 2019 |
| William Jason Urbanik | Mt Pleasant, Pa | Aug 30, 2019 | Aug 29, 2019 |
The rule
- Registrations ended
- Aug 30, 2019
- Registered next
- Aug 28, 2019 to Aug 29, 2019
- Branch state
- PA
- Cities
- 2, most in Mt Pleasant, Pa
- Registered there that day
- 896 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape