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.
Firm absorbed
3 advisors left E•••••••• W••••• C••••••••• L•• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frederick Victor Gustave | Pittsburgh, Pa | Oct 17, 2022 | Oct 3, 2022 |
| James David Snyder | Pittsburgh, Pa | Oct 17, 2022 | Oct 3, 2022 |
| Louis E Valli | Pittsburgh, Pa | Oct 17, 2022 | Oct 3, 2022 |
The rule
- Registrations ended
- Oct 17, 2022
- Registered next
- Oct 3, 2022
- Branch state
- PA
- Cities
- 1, most in Pittsburgh, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape