DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Delisi | Blue Bell, Pa | Feb 6, 2025 | Jan 24, 2025 |
| Kristen Donato | Blue Bell, Pa | Feb 6, 2025 | Jan 24, 2025 |
| Sean Aloysius Bergin | Blue Bell, Pa | Feb 6, 2025 | Jan 24, 2025 |
The rule
- Registrations ended
- Feb 6, 2025 to Feb 7, 2025
- Registered next
- Jan 24, 2025 to Jan 30, 2025
- Branch state
- PA
- Cities
- 1, most in Blue Bell, Pa
- Registered there that day
- 20,999 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape