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.
Team lift-out
4 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John William Sinclair | Sewickley, Pa | Nov 1, 2024 | Oct 31, 2024 |
| Andrew Koch | Sewickley, Pa | Nov 4, 2024 | Oct 31, 2024 |
| James Robert Greno | Sewickley, Pa | Nov 4, 2024 | Nov 1, 2024 |
| Anthony Joseph Harris | Sewickley, Pa | Nov 7, 2024 | Nov 7, 2024 |
The rule
- Registrations ended
- Nov 1, 2024 to Nov 7, 2024
- Registered next
- Oct 31, 2024 to Nov 7, 2024
- Branch state
- PA
- Cities
- 1, most in Sewickley, Pa
- Registered there that day
- 7,203 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape