DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Robert Wagner | Jamison, Pa | Jul 8, 2025 | Jun 16, 2025 |
| Marc Stephen Wagner | New Hope, Pa | Jul 8, 2025 | Jun 16, 2025 |
The rule
- Registrations ended
- Jul 8, 2025
- Registered next
- Jun 16, 2025
- Branch state
- PA
- Cities
- 2, most in New Hope, Pa
- Registered there that day
- 3,488 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape