DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Shannon Barry | Upper St Clair, Pa | Aug 11, 2020 | Aug 7, 2020 |
| Steven Vincent Fischetti | Upper St Clair, Pa | Aug 11, 2020 | Aug 7, 2020 |
The rule
- Registrations ended
- Aug 11, 2020
- Registered next
- Aug 7, 2020
- Branch state
- PA
- Cities
- 1, most in Upper St Clair, Pa
- Registered there that day
- 16,270 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape