DFX Intelligence
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Team lift-out
2 advisors left S••••••••• F•••••••• G••••• L•• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Alan Cassel | Harrisburg, Pa | Sep 24, 2021 | Oct 25, 2021 |
| Clinton G. Smith | Harrisburg, Pa | Sep 24, 2021 | Oct 25, 2021 |
The rule
- Registrations ended
- Sep 24, 2021
- Registered next
- Oct 25, 2021
- Branch state
- PA
- Cities
- 1, most in Harrisburg, Pa
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape