DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for K••••• • A•••••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Nicholas StarkeyAltoona, PaOct 10, 2022Oct 1, 2022
Kathryn Kooman StarkeyAltoona, PaOct 10, 2022Oct 1, 2022
Kyle W MoerschbacherAltoona, PaOct 10, 2022Oct 1, 2022
Amy Lynn DelauterAltoona, PaOct 13, 2022Oct 1, 2022
Madeline Rose BayneAltoona, PaOct 13, 2022Oct 1, 2022
Stacy Marie AndersonAltoona, PaOct 13, 2022Oct 1, 2022
The rule
Registrations ended
Oct 10, 2022 to Oct 13, 2022
Registered next
Oct 1, 2022
Branch state
PA
Cities
1, most in Altoona, Pa
Registered there that day
5,281 (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 K••••• • A•••••••••