DFX Intelligence
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Team lift-out
2 advisors left M•••••• F•••••••• P••••••• I•• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sean Thomas Heidig | Newark, De | Feb 13, 2024 | Jul 17, 2023 |
| Susan Elizabeth Lehnerd | Newark, De | Feb 13, 2024 | Jul 24, 2023 |
The rule
- Registrations ended
- Feb 13, 2024
- Registered next
- Jul 17, 2023 to Jul 24, 2023
- Branch state
- DE
- Cities
- 1, most in Newark, De
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape