DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left A••• W••••• S••••••• I•• for A••••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett A Greenfield | State College, Pa | Oct 1, 2015 | Nov 11, 2015 |
| David Aaron Kressner | State College, Pa | Oct 1, 2015 | Nov 11, 2015 |
| John S. Battaglia | State College, Pa | Oct 1, 2015 | Sep 29, 2015 |
The rule
- Registrations ended
- Oct 1, 2015
- Registered next
- Sep 29, 2015 to Nov 11, 2015
- Branch state
- PA
- Cities
- 1, most in State College, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape