DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••••• M••••••••• S•••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David H Harth | Allentown, Pa | Apr 3, 2023 | Mar 31, 2023 |
| Jonathan M Swavely | Allentown, Pa | Apr 3, 2023 | Mar 31, 2023 |
| Susan Lobello | Allentown, Pa | Apr 3, 2023 | Mar 31, 2023 |
The rule
- Registrations ended
- Apr 3, 2023
- Registered next
- Mar 31, 2023
- Branch state
- PA
- Cities
- 1, most in Allentown, Pa
- Registered there that day
- 23,187 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape