DFX Intelligence
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Team lift-out
2 advisors left M••• S••••• F•••••••• S••••••••• L•• for L••••• C••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 28, 2024
- Registered next
- Aug 28, 2024 to Aug 29, 2024
- Branch state
- PA
- Cities
- 1, most in Newtown, Pa
- Registered there that day
- 40 (people still on IAPD; an estimate)
- Share of that headcount
- 5.0%
- Succession by the destination
- none on the tape