DFX Intelligence
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Team lift-out
2 advisors left T•• W••••• C••••••••• G•••• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 16, 2024
- Registered next
- Apr 19, 2024 to Aug 2, 2024
- Branch state
- PA
- Cities
- 1, most in New Castle, Pa
- Registered there that day
- 132 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape