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
3 advisors left S••••••••• A•••••• A•••••••• I••• for P•• W•••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Anderson Knechtle | North Reading, Ma | Jan 18, 2022 | Jan 11, 2022 |
| Joshua Michael Wilson | North Reading, Ma | Jan 18, 2022 | Jan 18, 2022 |
| Miranda Jean Monte | North Reading, Ma | Jan 18, 2022 | Jan 11, 2022 |
The rule
- Registrations ended
- Jan 18, 2022
- Registered next
- Jan 11, 2022 to Jan 18, 2022
- Branch state
- MA
- Cities
- 2, most in North Reading, Ma
- Registered there that day
- 2,017 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape