DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Grant | Philadelphia, Pa | Jan 3, 2019 | Feb 4, 2019 |
| James Edward Boyle | Philadelphia, Pa | Jan 10, 2019 | Feb 28, 2019 |
The rule
- Registrations ended
- Jan 3, 2019 to Jan 10, 2019
- Registered next
- Feb 4, 2019 to Feb 28, 2019
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 20,872 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape