DFX Intelligence
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Team lift-out
2 advisors left M••••• A•••••••• I••• for A••••••• I••••••••• P•••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brendan M Gilmore | Paoli, Pa | Nov 3, 2020 | Nov 4, 2020 |
| Michael Dennis Malone | Paoli, Pa | Nov 5, 2020 | Nov 5, 2020 |
The rule
- Registrations ended
- Nov 3, 2020 to Nov 5, 2020
- Registered next
- Nov 4, 2020 to Nov 5, 2020
- Branch state
- PA
- Cities
- 1, most in Paoli, Pa
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape