DFX Intelligence
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Team lift-out
2 advisors left M••••• W••••• M••••••••• for A••••••••• I••••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Beverly Clare Bankus | Lancaster, Pa | Dec 15, 2022 | Jan 5, 2023 |
| Brooks Eugene Stahlnecker | Milton, Pa | Dec 15, 2022 | Apr 13, 2022 |
The rule
- Registrations ended
- Dec 15, 2022
- Registered next
- Apr 13, 2022 to Jan 5, 2023
- Branch state
- PA
- Cities
- 2, most in Milton, Pa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape