DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for J••••• M••••••••• S•••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kathleen A Fisher | Berwyn, Pa | Jan 21, 2020 | Jan 17, 2020 |
| Sarah Lindsay Stevens Smith | Berwyn, Pa | Jan 21, 2020 | Jan 17, 2020 |
The rule
- Registrations ended
- Jan 21, 2020
- Registered next
- Jan 17, 2020
- Branch state
- PA
- Cities
- 1, most in Berwyn, Pa
- Registered there that day
- 15,421 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape