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 |
|---|---|---|---|
| Richard Louis Trotta | Conshohocken, Pa | Apr 8, 2022 | May 20, 2022 |
| David Dougherty | Conshohocken, Pa | Apr 11, 2022 | Apr 4, 2022 |
The rule
- Registrations ended
- Apr 8, 2022 to Apr 11, 2022
- Registered next
- Apr 4, 2022 to May 20, 2022
- Branch state
- PA
- Cities
- 2, most in Pottsville, Pa
- Registered there that day
- 171 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- Succession by the destination
- none on the tape