DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Dean Anthony Rosini | Conhohocken, Pa | Aug 13, 2020 | Aug 6, 2020 |
| Jeffrey Eric Lazarus | Conhohocken, Pa | Aug 13, 2020 | Aug 6, 2020 |
The rule
- Registrations ended
- Aug 13, 2020
- Registered next
- Aug 6, 2020
- Branch state
- PA
- Cities
- 1, most in Conhohocken, Pa
- Registered there that day
- 4,458 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape