DFX Intelligence
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Team lift-out
3 advisors left I•••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Beveridge | Oakmont, Pa | Feb 15, 2023 | Feb 15, 2023 |
| Alex Joseph Kulka | Oakmont, Pa | Feb 15, 2023 | Feb 15, 2023 |
| Kyle Edwin Beveridge | Oakmont, Pa | Feb 15, 2023 | Feb 15, 2023 |
The rule
- Registrations ended
- Feb 15, 2023
- Registered next
- Feb 15, 2023
- Branch state
- PA
- Cities
- 1, most in Oakmont, Pa
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 21%
- Succession by the destination
- none on the tape