DFX Intelligence
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Team lift-out
3 advisors left C••••••• S••••••••• I••• for T••••• A••••••• S•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clinton Carson Osmun | Blue Bell, Pa | Aug 4, 2021 | Aug 8, 2021 |
| Michael Rothman | King Of Prussia, Pa | Aug 6, 2021 | Jul 14, 2021 |
| Dwayne O Marsh | Conshohocken, Pa | Aug 9, 2021 | Jul 29, 2021 |
The rule
- Registrations ended
- Aug 4, 2021 to Aug 9, 2021
- Registered next
- Jul 14, 2021 to Aug 8, 2021
- Branch state
- PA
- Cities
- 3, most in Blue Bell, Pa
- Registered there that day
- 562 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape