DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left R••••• W• B•••• • C•• I••••••••• for R•••••• J•••• • A••••••••• I•••

mixed wealthtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Ann Archer SummersonSentry Park, PaSep 25, 2022Sep 19, 2022
Chase HindersteinSentry Park, PaSep 25, 2022Sep 19, 2022
Christopher Allan AimeSentry Park, PaSep 25, 2022Sep 19, 2022
David Gerrard MountSentry Park, PaSep 25, 2022Sep 19, 2022
Edward Paul HoltonSentry Park, PaSep 25, 2022Sep 23, 2022
Kevin Lawrence HaddonSentry Park, PaSep 25, 2022Oct 7, 2022
Matthew Branch AndersonSentry Park, PaSep 25, 2022Sep 19, 2022
Nicholas M SordenSentry Park, PaSep 25, 2022Sep 19, 2022
Vasilios Paul RajendraSentry Park, PaSep 25, 2022Sep 23, 2022
Gregory Solomon SmithSentry Park, PaSep 27, 2022Sep 19, 2022
Simon Robert HamiltonSentry Park, PaSep 27, 2022Sep 19, 2022
The rule
Registrations ended
Sep 25, 2022 to Sep 27, 2022
Registered next
Sep 19, 2022 to Oct 7, 2022
Branch state
PA
Cities
1, most in Sentry Park, Pa
Registered there that day
1,951 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape
Other teams out of R••••• W• B•••• • C•• I•••••••••Other teams into R•••••• J•••• • A••••••••• I•••