DFX Intelligence

RIA 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.

3 advisors left W•••••••• A••••••• I•• for C••••• I••••••••• A••••••• L••

Firm absorbedjoined C••••• I••••••••• A••••••• L••
No date on record · this record
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Galilee Thomas HarterLancaster, PaAug 17, 2020Jun 29, 2023
Paul James RitchieLancaster, PaAug 17, 2020Jun 29, 2023
Robert Jude RussoliLancaster, PaAug 17, 2020Jun 29, 2023
The rule
Registrations ended
Aug 17, 2020
Registered next
Jun 29, 2023
Branch state
PA
Cities
1, most in Lancaster, Pa
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape
Other teams out of W•••••••• A••••••• I••Other teams into C••••• I••••••••• A••••••• L••