DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left W••••••••• A••••••• P••••••• L•• for I••••••••• W••••• C••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Alan KaiserWest Chester, PaMay 17, 2023Jan 5, 2023
David Anthony CamilleriWest Chester, PaMay 17, 2023Jan 3, 2023
Jason Louis PivozWest Chester, PaMay 17, 2023Jan 3, 2023
Scott Edward MontgomeryWest Chester, PaMay 17, 2023Jan 3, 2023
Timothy Paul LataWest Chester, PaMay 17, 2023Jan 3, 2023
William Thomas GibbonsWest Chester, PaMay 17, 2023Jan 11, 2023
The rule
Registrations ended
May 17, 2023
Registered next
Jan 3, 2023 to Jan 11, 2023
Branch state
PA
Cities
1, most in West Chester, Pa
Registered there that day
122 (people still on IAPD; an estimate)
Share of that headcount
4.1%
Succession by the destination
none on the tape
Other teams out of W••••••••• A••••••• P••••••• L••Other teams into I••••••••• W••••• C••••••• L••