DFX Intelligence
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Team lift-out
2 advisors left W••••••••• A••••••• P••••••• L•• for S•••••••• A••••••• S•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Raymond Hardee | West Chester, Pa | Aug 2, 2022 | Jul 26, 2022 |
| Kent Brooks Monypeny | West Chester, Pa | Aug 2, 2022 | Jul 26, 2022 |
The rule
- Registrations ended
- Aug 2, 2022
- Registered next
- Jul 26, 2022 to Aug 3, 2022
- Branch state
- PA
- Cities
- 1, most in West Chester, Pa
- Registered there that day
- 117 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape