DFX Intelligence
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Team lift-out
2 advisors left I••••••••• A•••••• A•••••••• L•• for P••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Lee Krumholz | Reading, Pa | Nov 27, 2019 | Dec 10, 2019 |
| Sheila Elizabeth Little | Reading, Pa | Nov 27, 2019 | Jan 3, 2020 |
The rule
- Registrations ended
- Nov 27, 2019
- Registered next
- Dec 10, 2019 to Jan 3, 2020
- Branch state
- PA
- Cities
- 1, most in Reading, Pa
- Registered there that day
- 190 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape