DFX Intelligence
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Team lift-out
8 advisors left S••••••• F•••••••• S•••••••• I••• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Keith Flynn Tomer | Wrightstown, Pa | May 8, 2023 | May 10, 2023 |
| Anna Grace Robinson | Doylestown, Pa | May 11, 2023 | May 11, 2023 |
| Bret Thomas Berg | Doylestown, Pa | May 11, 2023 | May 11, 2023 |
| Joshua David Lutton | Doylestown, Pa | May 12, 2023 | May 11, 2023 |
| Kevin Joseph Neiley | Doylestown, Pa | May 12, 2023 | May 11, 2023 |
| Paul Joseph Staffaroni | Wrightstown, Pa | May 12, 2023 | May 11, 2023 |
| Lindsey Rachel Menezes | Doylestown, Pa | May 15, 2023 | May 11, 2023 |
| Christopher James Hackley | Wrightstown, Pa | May 18, 2023 | May 24, 2023 |
The rule
- Registrations ended
- May 8, 2023 to May 18, 2023
- Registered next
- May 10, 2023 to May 24, 2023
- Branch state
- PA
- Cities
- 2, most in Doylestown, Pa
- Registered there that day
- 921 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape