DFX Intelligence
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Team lift-out
4 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anne Marie Saguisag | Fort Washington, Pa | Sep 26, 2022 | May 27, 2015 |
| Brett Thomas Ciarlo | Fort Washington, Pa | Sep 26, 2022 | Apr 15, 2015 |
| Christopher Lawrence Cleland | Fort Washington, Pa | Sep 26, 2022 | May 20, 2015 |
| Margherita Sandra Foschini | Fort Washington, Pa | Sep 26, 2022 | Apr 15, 2015 |
The rule
- Registrations ended
- Sep 26, 2022
- Registered next
- Apr 15, 2015 to May 27, 2015
- Branch state
- PA
- Cities
- 1, most in Fort Washington, Pa
- Registered there that day
- 811 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape