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•••• V••••• A•••••• G••••• L•• for S•••••••• W••••• G••••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew A. Peterson | Berwyn, Pa | May 1, 2017 | May 8, 2017 |
| Nathan Allen Richter | Berwyn, Pa | May 1, 2017 | May 5, 2017 |
The rule
- Registrations ended
- May 1, 2017
- Registered next
- May 5, 2017 to May 8, 2017
- Branch state
- PA
- Cities
- 1, most in Berwyn, Pa
- Registered there that day
- 47 (people still on IAPD; an estimate)
- Share of that headcount
- 4.3%
- Succession by the destination
- none on the tape