DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alex Matthew Pettina | Dubois, Pa | Apr 30, 2024 | Apr 26, 2024 |
| Kristine Marie Brice | Indiana, Pa | Apr 30, 2024 | Apr 26, 2024 |
| John Frederick Pettina | Dubois, Pa | May 1, 2024 | Apr 26, 2024 |
The rule
- Registrations ended
- Apr 30, 2024 to May 1, 2024
- Registered next
- Apr 26, 2024
- Branch state
- PA
- Cities
- 2, most in Dubois, Pa
- Registered there that day
- 13,654 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape