DFX Intelligence
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Team lift-out
3 advisors left H••••••••• G•••• E••••• • R••••••••• S••••••••• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Andrew Hill | Carnegie, Pa | Sep 3, 2020 | Aug 7, 2020 |
| Edith Grant Meyer | Carnegie, Pa | Sep 3, 2020 | Aug 7, 2020 |
| Edward Charles Schoeb | Wexford, Pa | Sep 3, 2020 | Aug 7, 2020 |
The rule
- Registrations ended
- Sep 3, 2020
- Registered next
- Aug 7, 2020
- Branch state
- PA
- Cities
- 2, most in Carnegie, Pa
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 8.8%
- Succession by the destination
- none on the tape