DFX Intelligence
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Team lift-out
2 advisors left F•••••••• L••• F••••• L•• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 7, 2024
- Registered next
- Jun 10, 2024 to Jun 11, 2024
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape