DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for D••••• W•••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeanna Loydell MontesMechanicsburg, PaNov 1, 2023Nov 1, 2023
Jeffrey Michael GoyetteMechanicsburg, PaNov 6, 2023Nov 1, 2023
Jeffrey Michael GoyetteMechanicsburg, PaNov 6, 2023Nov 1, 2023
Jessica Lorraine ElscheidMechanicsburg, PaNov 6, 2023Nov 1, 2023
The rule
Registrations ended
Nov 1, 2023 to Nov 6, 2023
Registered next
Nov 1, 2023
Branch state
PA
Cities
1, most in Mechanicsburg, Pa
Registered there that day
5,522 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into D••••• W•••••• L••