DFX Intelligence
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Team lift-out
2 advisors left B•••••••• C•••••• M••••••••• L•• for A•••• C••••••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Shant Chebookjian | Wayne, Pa | May 28, 2020 | May 2, 2020 |
| Robert Edward Fish | Wayne, Pa | May 28, 2020 | May 1, 2020 |
The rule
- Registrations ended
- May 28, 2020
- Registered next
- May 1, 2020 to May 2, 2020
- Branch state
- PA
- Cities
- 1, most in Wayne, Pa
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape