DFX Intelligence
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Team lift-out
2 advisors left F•• S••••••••• C••••••••• for W•••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Joseph Morgenthaler | Malvern, Pa | Nov 3, 2023 | Mar 31, 2021 |
| Robert Charles Gueriera | Exton, Pa | Nov 3, 2023 | Sep 20, 2016 |
The rule
- Registrations ended
- Nov 3, 2023
- Registered next
- Sep 20, 2016 to Mar 31, 2021
- Branch state
- PA
- Cities
- 2, most in Malvern, Pa
- Registered there that day
- 497 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape