DFX Intelligence
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Team lift-out
2 advisors left A••••• A•• P••••••• S••••••• for S•••••• W••••• A••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Sung Ma | Philadelphia, Pa | Mar 2, 2021 | Mar 29, 2021 |
| Kevin D Millard | Philadelphia, Pa | Mar 3, 2021 | Mar 29, 2021 |
The rule
- Registrations ended
- Mar 2, 2021 to Mar 3, 2021
- Registered next
- Mar 29, 2021
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 994 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape