DFX Intelligence
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Team lift-out
2 advisors left T•••• W••••• for I••••••••• W••••• S••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Wilkinson | York, Pa | Feb 4, 2025 | Jan 31, 2025 |
| Michelle Wilkinson | York, Pa | Feb 5, 2025 | Jan 31, 2025 |
The rule
- Registrations ended
- Feb 4, 2025 to Feb 5, 2025
- Registered next
- Jan 31, 2025
- Branch state
- PA
- Cities
- 1, most in York, Pa
- Registered there that day
- 33 (people still on IAPD; an estimate)
- Share of that headcount
- 6.1%
- Succession by the destination
- none on the tape