DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for A•••• I••••••••• G••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Allen | Doylestown, Pa | May 29, 2024 | May 24, 2024 |
| Sean Travis Newman | Doylestown, Pa | May 29, 2024 | May 24, 2024 |
The rule
- Registrations ended
- May 29, 2024
- Registered next
- May 24, 2024
- Branch state
- PA
- Cities
- 1, most in Doylestown, Pa
- Registered there that day
- 13,615 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape