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
2 advisors left A••••••• F•••••••• M••••••••• G••••• L••• for C••••• A•••••• N••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Rano Lueker | Berwyn, Pa | Dec 31, 2018 | Sep 3, 2013 |
| Kevin Michael Gaines | Berwyn, Pa | Dec 31, 2018 | Sep 3, 2013 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Sep 3, 2013
- Branch state
- PA
- Cities
- 1, most in Berwyn, Pa
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape