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 P•• W••••• M••••••••• for C••••• I••••••••• A••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Stephen Mullen | Gladwyne, Pa | Oct 18, 2018 | Oct 21, 2018 |
| Joyce Lynn Sullivan | Pittsburgh, Pa | Nov 1, 2018 | Nov 26, 2019 |
The rule
- Registrations ended
- Oct 18, 2018 to Nov 1, 2018
- Registered next
- Oct 21, 2018 to Nov 26, 2019
- Branch state
- PA
- Cities
- 2, most in Gladwyne, Pa
- Registered there that day
- 869 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape