DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•••••• O•• W••••• A•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Guilian Dileonardo | Philadelphia, Pa | Sep 13, 2021 | Sep 12, 2021 |
| Jacky Louis Petit-Homme | Philadelphia, Pa | Sep 13, 2021 | Sep 12, 2021 |
The rule
- Registrations ended
- Sep 13, 2021
- Registered next
- Sep 12, 2021
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 22,096 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape