DFX Intelligence
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Team lift-out
3 advisors left H•••••• T••••••• • K•••• L•• for D•••••••• A••••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Richard Hauber | Conshohocken, Pa | Oct 27, 2022 | Dec 19, 2023 |
| Kevin David Crowley | Conshohocken, Pa | Oct 27, 2022 | Dec 19, 2023 |
| Marc J Bernstein | Conshohocken, Pa | Oct 27, 2022 | Dec 18, 2023 |
The rule
- Registrations ended
- Oct 27, 2022
- Registered next
- Dec 18, 2023 to Dec 19, 2023
- Branch state
- PA
- Cities
- 1, most in Conshohocken, Pa
- Registered there that day
- 364 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- a succession within a year (Aug 2, 2023), not necessarily this firm