DFX Intelligence
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Team lift-out
2 advisors left A••••••• A••••••• S••••••• for T•• A••••• G••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Nov 5, 2021
- Registered next
- May 14, 2021
- Branch state
- PA
- Cities
- 2, most in Wayne, Pa
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape