DFX Intelligence
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Team lift-out
3 advisors left L••• W••••• M••••••••• G•••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rexford Schilgen | Philadelphia, Pa | Sep 24, 2024 | Sep 3, 2024 |
| Timothy Decarolis | Philadelphia, Pa | Sep 24, 2024 | Sep 3, 2024 |
| Wesley Wasserman | Philadelphia, Pa | Sep 24, 2024 | Sep 3, 2024 |
The rule
- Registrations ended
- Sep 24, 2024
- Registered next
- Sep 3, 2024
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape