DFX Intelligence
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Team lift-out
2 advisors left W••••••••• A••••••• P••••••• L•• for B•••••••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Lapp | West Chester, Pa | Dec 22, 2022 | Jan 11, 2023 |
| Lawrence Matthew Knolle | West Chester, Pa | Dec 22, 2022 | Jan 11, 2023 |
The rule
- Registrations ended
- Dec 22, 2022
- Registered next
- Jan 11, 2023
- Branch state
- PA
- Cities
- 2, most in Manheim, Pa
- Registered there that day
- 120 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape