DFX Intelligence
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Team lift-out
2 advisors left A••••••• I••••••••• P••••••• for E•••• F•••••••• G••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Wade Stull | Newtown Square, Pa | Jul 8, 2022 | Jul 22, 2022 |
| Robert J Bagonis | Newtown Square, Pa | Jul 12, 2022 | Jul 22, 2022 |
The rule
- Registrations ended
- Jul 8, 2022 to Jul 12, 2022
- Registered next
- Jul 22, 2022
- Branch state
- PA
- Cities
- 1, most in Newtown Square, Pa
- Registered there that day
- 27 (people still on IAPD; an estimate)
- Share of that headcount
- 7.4%
- Succession by the destination
- none on the tape