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 |
|---|---|---|---|
| Travis Munro | Fort Washington, Pa | Aug 23, 2024 | Apr 3, 2014 |
| Steven Donald Witter | Fort Washington, Pa | Aug 27, 2024 | May 13, 2021 |
| Kevin Logan | Horsham, Pa | Sep 3, 2024 | Aug 29, 2023 |
The rule
- Registrations ended
- Aug 23, 2024 to Sep 3, 2024
- Registered next
- Apr 3, 2014 to Aug 29, 2023
- Branch state
- PA
- Cities
- 2, most in Fort Washington, Pa
- Registered there that day
- 868 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape