DFX Intelligence
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Team lift-out
2 advisors left J••• E••••••••• L•• for P• N••• F•••••••• S••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Kenneth Whitehead | Newtown, Pa | Apr 24, 2025 | Jan 10, 2025 |
| Michael Raymond Smith | Newtown, Pa | Apr 24, 2025 | Jan 6, 2025 |
The rule
- Registrations ended
- Apr 24, 2025
- Registered next
- Jan 6, 2025 to Jan 10, 2025
- Branch state
- PA
- Cities
- 1, most in Newtown, Pa
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape