DFX Intelligence
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Team lift-out
2 advisors left H•••••• T••••••• • K•••• L•• for P•••••••••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Andres Diaz | Conshohocken, Pa | Mar 2, 2020 | May 1, 2020 |
| Richard Alan Hellberg | Conshohocken, Pa | Mar 10, 2020 | Apr 30, 2020 |
The rule
- Registrations ended
- Mar 2, 2020 to Mar 10, 2020
- Registered next
- Apr 30, 2020 to May 1, 2020
- Branch state
- PA
- Cities
- 1, most in Conshohocken, Pa
- Registered there that day
- 378 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape