DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for N•• E••• W•••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Liam Mongon | Allentown, Pa | Aug 22, 2024 | Aug 16, 2024 |
| Monica Marie Dougherty | Allentown, Pa | Aug 22, 2024 | Aug 16, 2024 |
| Nathan Robert Emrick | Allentown, Pa | Aug 22, 2024 | Aug 16, 2024 |
The rule
- Registrations ended
- Aug 22, 2024
- Registered next
- Aug 16, 2024
- Branch state
- PA
- Cities
- 1, most in Allentown, Pa
- Registered there that day
- 20,570 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape