DFX Intelligence
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Team lift-out
4 advisors left H• B•••• I••• for V••••• F•••••••• G••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edward S Woehlcke | Flourtown, Pa | Mar 31, 2021 | Apr 13, 2021 |
| James T Donnelly | Flourtown, Pa | Mar 31, 2021 | Apr 14, 2021 |
| Kevin Steven Mcgarry | Flourtown, Pa | Mar 31, 2021 | Apr 15, 2021 |
| Morris Francis Licciardello | Huntingdon Valley, Pa | Mar 31, 2021 | Apr 15, 2021 |
The rule
- Registrations ended
- Mar 31, 2021
- Registered next
- Apr 13, 2021 to Apr 15, 2021
- Branch state
- PA
- Cities
- 2, most in Flourtown, Pa
- Registered there that day
- 288 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape