DFX Intelligence
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Team lift-out
2 advisors left L••••• F•••••••• R•••••••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard David Derafelo | Media, Pa | May 15, 2023 | Apr 18, 2023 |
| Travis Michael Scott | Media, Pa | May 15, 2023 | Apr 21, 2023 |
The rule
- Registrations ended
- May 15, 2023
- Registered next
- Apr 18, 2023 to Apr 21, 2023
- Branch state
- PA
- Cities
- 1, most in Media, 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