DFX Intelligence
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Team lift-out
2 advisors left E•••••••• A•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Connor Warwick | Bala Cynwyd, Pa | Apr 8, 2025 | May 30, 2025 |
| Jeffrey N Weiss | Bala Cynwyd, Pa | Apr 10, 2025 | Apr 29, 2025 |
The rule
- Registrations ended
- Apr 8, 2025 to Apr 10, 2025
- Registered next
- Apr 29, 2025 to May 30, 2025
- Branch state
- PA
- Cities
- 1, most in Bala Cynwyd, Pa
- Registered there that day
- 3,967 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape