DFX Intelligence
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Team lift-out
2 advisors left T•••••••• V••••••• I••• for C••••• P••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Marc Grant | Philadelphia, Pa | Oct 2, 2024 | Jan 1, 2026 |
| Scott Harris Lenet | Philadelphia, Pa | Oct 2, 2024 | Jan 1, 2026 |
The rule
- Registrations ended
- Oct 2, 2024
- Registered next
- Jan 1, 2026
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape