DFX Intelligence
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Team lift-out
2 advisors left S••••• F••••• O•••••• L•• for C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexis Renae Gayhart | Sewickley, Pa | Aug 8, 2024 | Jun 18, 2024 |
| Troy Paul Nunes | Sewickley, Pa | Aug 8, 2024 | Jun 18, 2024 |
The rule
- Registrations ended
- Aug 8, 2024
- Registered next
- Jun 18, 2024
- Branch state
- PA
- Cities
- 1, most in Sewickley, Pa
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm