DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Josephina Osti Luczak | Paoli, Pa | Oct 15, 2021 | Oct 14, 2021 |
| Sonila Bleta | Newtown, Pa | Oct 19, 2021 | Oct 25, 2021 |
| Robert K Ruby | Monroeville, Pa | Nov 1, 2021 | Nov 8, 2021 |
The rule
- Registrations ended
- Oct 15, 2021 to Nov 1, 2021
- Registered next
- Oct 14, 2021 to Nov 8, 2021
- Branch state
- PA
- Cities
- 3, most in Paoli, Pa
- Registered there that day
- 548 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape