DFX Intelligence
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Team lift-out
2 advisors left D•••••• W••••• A••••••• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christina Alexis Ward | Carlisle, Pa | May 20, 2022 | Apr 19, 2022 |
| James A Degaetano | Carlisle, Pa | May 20, 2022 | Apr 19, 2022 |
The rule
- Registrations ended
- May 20, 2022
- Registered next
- Apr 19, 2022
- Branch state
- PA
- Cities
- 1, most in Carlisle, Pa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape