DFX Intelligence
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Team lift-out
3 advisors left S•••••• W••••• A••••••• L•• for A•••••• P••••••• P•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cassidy Hill Schmidt | Pittsburgh, Pa | Feb 1, 2024 | Feb 6, 2024 |
| Gary Earl Augustine | Pittsburgh, Pa | Feb 1, 2024 | Feb 7, 2024 |
| Zachary Sell | Seven Fields, Pa | Feb 1, 2024 | Feb 5, 2024 |
The rule
- Registrations ended
- Feb 1, 2024
- Registered next
- Feb 5, 2024 to Feb 7, 2024
- Branch state
- PA
- Cities
- 1, most in Seven Fields, Pa
- Registered there that day
- 65 (people still on IAPD; an estimate)
- Share of that headcount
- 4.6%
- Succession by the destination
- none on the tape