DFX Intelligence
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Team lift-out
2 advisors left S•••••••• S••••••••• for C••••••• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessica Lynn Leach | Villanova, Pa | Aug 28, 2020 | Jan 7, 2021 |
| Marcus Lucchese | Villanova, Pa | Aug 28, 2020 | Sep 29, 2020 |
The rule
- Registrations ended
- Aug 28, 2020
- Registered next
- Sep 29, 2020 to Jan 7, 2021
- Branch state
- PA
- Cities
- 1, most in Villanova, Pa
- Registered there that day
- 219 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape