DFX Intelligence
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Firm absorbed
4 advisors left V••••• F•••• A•••• M••••••••• L•• for B••• S••••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Patrick Rodan | King Of Prussia, Pa | Mar 30, 2016 | Mar 1, 2016 |
| David Michael Killian | King Of Prussia, Pa | Mar 30, 2016 | Mar 1, 2016 |
| Jason Thomas Pepe | King Of Prussia, Pa | Mar 30, 2016 | Mar 1, 2016 |
| Kim Marie Davis | King Of Prussia, Pa | Mar 30, 2016 | Mar 1, 2016 |
The rule
- Registrations ended
- Mar 30, 2016
- Registered next
- Mar 1, 2016
- Branch state
- PA
- Cities
- 1, most in King Of Prussia, Pa
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.