DFX Intelligence
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Team lift-out
2 advisors left H•••••• T••••••• • K•••• L•• for G•••• V••••• A•••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Nelson | Allentown, Pa | Jul 31, 2024 | Aug 1, 2024 |
| Nicholas Richard Weidman | Nazareth, Pa | Jul 31, 2024 | Jul 31, 2024 |
The rule
- Registrations ended
- Jul 31, 2024
- Registered next
- Jul 31, 2024 to Aug 1, 2024
- Branch state
- PA
- Cities
- 2, most in Allentown, Pa
- Registered there that day
- 416 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape