DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Diane M Patterson | Sewickley, Pa | Mar 11, 2025 | Mar 7, 2025 |
| Lloyd Dean Laughlin | Hermitage, Pa | Mar 11, 2025 | Mar 6, 2025 |
The rule
- Registrations ended
- Mar 11, 2025
- Registered next
- Mar 6, 2025 to Mar 7, 2025
- Branch state
- PA
- Cities
- 2, most in Hermitage, Pa
- Registered there that day
- 13,729 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape