DFX Intelligence
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Team lift-out
3 advisors left M•••••••• A•••• M••••••••• L•• for A•••••••• C•••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Todd Baker | Pittsburgh, Pa | Feb 11, 2021 | Mar 16, 2021 |
| Shawn Patrick Lee | Pittsburgh, Pa | Feb 11, 2021 | Mar 17, 2021 |
| Thomas Brian Hayes | Pittsburgh, Pa | Feb 11, 2021 | Mar 17, 2021 |
The rule
- Registrations ended
- Feb 11, 2021
- Registered next
- Mar 17, 2021
- Branch state
- PA
- Cities
- 1, most in Pittsburgh, Pa
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- none on the tape