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 K••• B•••• F•••••••• P•••••••• I••• for E•••••••• A•••••••• L••
unclassifiedtonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew David Rubin | Bala Cynwyd, Pa | Oct 30, 2020 | Sep 20, 2002 |
| Harry Edwards Thomas | Bala Cynwyd, Pa | Oct 30, 2020 | Aug 15, 2002 |
| Lee Ben Zeplowitz | Bala Cynwyd, Pa | Oct 30, 2020 | Aug 19, 2002 |
The rule
- Registrations ended
- Oct 30, 2020
- Registered next
- Aug 15, 2002 to Sep 20, 2002
- Branch state
- PA
- Cities
- 1, most in Bala Cynwyd, Pa
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- Succession by the destination
- none on the tape