DFX Intelligence
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Team lift-out
2 advisors left S•••••• N••••••• • C••••••• I••••••••• for C••••••••• F•••••••• P•••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Thomas Touscany | Pittsburgh, Pa | Apr 4, 2024 | Mar 15, 2024 |
| Paul Leonard Frey | Pittsburgh, Pa | Apr 4, 2024 | Mar 15, 2024 |
The rule
- Registrations ended
- Apr 4, 2024
- Registered next
- Mar 15, 2024
- Branch state
- PA
- Cities
- 1, most in Pittsburgh, Pa
- Registered there that day
- 2,984 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape