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 G•••• I••••••••• for G•• I•••••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald Richard Gross, Jr. | Lancaster, Pa | Apr 19, 2022 | Jan 19, 2022 |
| Jeffrey B Hartman | Lancaster, Pa | Apr 19, 2022 | Jan 7, 2022 |
The rule
- Registrations ended
- Apr 19, 2022
- Registered next
- Jan 7, 2022 to Jan 19, 2022
- Branch state
- PA
- Cities
- 1, most in Lancaster, Pa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape