DFX Intelligence
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Team lift-out
2 advisors left F•• S••••••••• C••••••••• for M•••••• A•••••• N••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carolyn Soohae Oh | Blue Bell, Pa | Feb 16, 2023 | Feb 15, 2023 |
| Jong Sook Oh | Blue Bell, Pa | Feb 16, 2023 | Feb 16, 2023 |
The rule
- Registrations ended
- Feb 16, 2023
- Registered next
- Feb 15, 2023 to Feb 16, 2023
- Branch state
- PA
- Cities
- 1, most in Blue Bell, Pa
- Registered there that day
- 505 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape