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.

Firm absorbed

7 advisors left D•••••• • R••••••• A••••••••• I••• for L•• E••••••••• L••

othertono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Dominic F PerryPittsburgh, PaJul 15, 2016Aug 12, 2016
Frank David RuscettiPittsburgh, PaJul 15, 2016Mar 29, 2016
Jason Michael MessickPittsburgh, PaJul 15, 2016May 18, 2016
John Aloysius WojtowiczPittsburgh, PaJul 15, 2016May 19, 2016
Mary Beth FeduskaPittsburgh, PaJul 15, 2016Mar 29, 2016
Sean Rodger KnappPittsburgh, PaJul 15, 2016May 18, 2016
Stephen Eddy FuhrerPittsburgh, PaJul 15, 2016May 18, 2016
The rule
Registrations ended
Jul 15, 2016
Registered next
Mar 29, 2016 to Aug 12, 2016
Branch state
PA
Cities
1, most in Pittsburgh, Pa
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape

A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.