DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for S•••••• P••••••• I••••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Madonna | Plymouth Meeting, Pa | Jun 26, 2020 | Jun 21, 2019 |
| Howard Jay Sheckman | Plymouth Meeting, Pa | Jun 26, 2020 | Jun 21, 2019 |
| Keith Thomas Morris | Plymouth Meeting, Pa | Jun 26, 2020 | Jun 21, 2019 |
The rule
- Registrations ended
- Jun 26, 2020
- Registered next
- Jun 21, 2019
- Branch state
- PA
- Cities
- 1, most in Plymouth Meeting, Pa
- Registered there that day
- 4,435 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape