DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for G•••• V••••• A•••••• G••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Peter Anthony Augustine | Philadelphia, Pa | May 17, 2023 | May 8, 2023 |
| Sean Patrick Buchanan | Philadelphia, Pa | May 17, 2023 | May 8, 2023 |
The rule
- Registrations ended
- May 17, 2023
- Registered next
- May 8, 2023
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 13,762 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape