DFX Intelligence
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Team lift-out
2 advisors left W••••• M••••••••• S•••••••• for M••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Wilkins | Exton, Pa | Aug 7, 2024 | May 17, 2024 |
| Markku Taneli Happonen | Exton, Pa | Aug 7, 2024 | May 17, 2024 |
The rule
- Registrations ended
- Aug 7, 2024
- Registered next
- May 17, 2024
- Branch state
- PA
- Cities
- 1, most in Exton, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape