DFX Intelligence
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Team lift-out
2 advisors left A••••••• W••••• A••••••• for H•••• I••••••••• W•••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Jeffry Stephenson | Kennett Square, Pa | May 1, 2024 | Mar 18, 2024 |
| David James Matulewicz | Kennett Square, Pa | May 1, 2024 | Mar 18, 2024 |
The rule
- Registrations ended
- May 1, 2024
- Registered next
- Mar 18, 2024
- Branch state
- PA
- Cities
- 1, most in Kennett Square, Pa
- Registered there that day
- 118 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape