DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for L••••••• A•••• M••••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Caley Burke | Philadelphia, Pa | Dec 3, 2022 | Dec 2, 2022 |
| Denise Farlekas | Philadelphia, Pa | Dec 3, 2022 | Dec 5, 2022 |
The rule
- Registrations ended
- Dec 3, 2022
- Registered next
- Dec 2, 2022 to Dec 5, 2022
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 7,484 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape