DFX Intelligence
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Team lift-out
2 advisors left A••••••• I••••••••• P••••••• for E•••• F•••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Glynn Yoder | Lancaster, Pa | Dec 6, 2024 | Dec 6, 2024 |
| Kyle Phillip Stuckey | Camp Hill, Pa | Dec 6, 2024 | Dec 6, 2024 |
The rule
- Registrations ended
- Dec 6, 2024
- Registered next
- Dec 6, 2024
- Branch state
- PA
- Cities
- 2, most in Lancaster, Pa
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape