DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•• C•••••• M••••••• L•• for P••• I••••••••• A•••••••

national BDtoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron Alexander FrickeLancaster, PaJan 29, 2021Feb 1, 2021
Brittany Lee WoodruffLancaster, PaJan 29, 2021Feb 3, 2021
Kenneth Doyle ShulerLancaster, PaJan 29, 2021Feb 1, 2021
Michael Allen StramaraLancaster, PaJan 29, 2021Feb 4, 2021
The rule
Registrations ended
Jan 29, 2021
Registered next
Feb 1, 2021 to Feb 4, 2021
Branch state
PA
Cities
1, most in Lancaster, Pa
Registered there that day
2,654 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•• C•••••• M••••••• L••Other teams into P••• I••••••••• A•••••••