DFX Intelligence
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Team lift-out
3 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sean Logue | Fort Washington, Pa | Oct 30, 2023 | Feb 15, 2019 |
| John Walter Gallagher | Harleysville, Pa | Nov 1, 2023 | Jan 4, 2017 |
| Leslie J. Benzak | Harleysville, Pa | Nov 1, 2023 | Feb 11, 2015 |
The rule
- Registrations ended
- Oct 30, 2023 to Nov 1, 2023
- Registered next
- Feb 11, 2015 to Feb 15, 2019
- Branch state
- PA
- Cities
- 2, most in Harleysville, Pa
- Registered there that day
- 829 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape