DFX Intelligence
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Team lift-out
2 advisors left C••••••• S••••••••• I••• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Michael Carr | East Norriton, Pa | Sep 14, 2021 | Nov 9, 2021 |
| Preston J Walker | Trappe, Pa | Sep 24, 2021 | Sep 23, 2021 |
The rule
- Registrations ended
- Sep 14, 2021 to Sep 24, 2021
- Registered next
- Sep 23, 2021 to Nov 9, 2021
- Branch state
- PA
- Cities
- 2, most in East Norriton, Pa
- Registered there that day
- 554 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape