DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Joshua FriedmanYardley, PaOct 22, 2024Oct 18, 2024
Jonathan Richard BattilloYardley, PaOct 24, 2024Oct 18, 2024
Patrick Thomas SweetYardley, PaOct 24, 2024Oct 18, 2024
Patrick UnrathYardley, PaOct 24, 2024Oct 18, 2024
Sean MorelandYardley, PaOct 24, 2024Oct 18, 2024
The rule
Registrations ended
Oct 22, 2024 to Oct 24, 2024
Registered next
Oct 18, 2024
Branch state
PA
Cities
1, most in Yardley, Pa
Registered there that day
23,786 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R••••••••• C•••••• M•••••••••