DFX Intelligence
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Team lift-out
2 advisors left B••••••••• W••••• A•••••••• L•• for A• B••••• W•• F••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frank Guida | Whitehall, Pa | Dec 16, 2019 | Aug 21, 2019 |
| Nick Guida | Whitehall, Pa | Dec 16, 2019 | Aug 21, 2019 |
The rule
- Registrations ended
- Dec 16, 2019
- Registered next
- Aug 21, 2019
- Branch state
- PA
- Cities
- 1, most in Whitehall, Pa
- Registered there that day
- 190 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape