DFX Intelligence
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Team lift-out
2 advisors left G•••• A•••••••• I••••••••• M••••••••• I••• for A•• I••••••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Curt David Knotick | Seven Fields, Pa | Oct 3, 2018 | Apr 18, 2018 |
| Ethan James Lane | Butler, Pa | Oct 3, 2018 | Apr 24, 2018 |
The rule
- Registrations ended
- Oct 3, 2018
- Registered next
- Apr 18, 2018 to Apr 24, 2018
- Branch state
- PA
- Cities
- 2, most in Seven Fields, Pa
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape