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 W•••••• A•••••••• L••• for T•• A••••••••• F•••••••• G••••
no RAUMtostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James E Thomas | Mechanicsburg, Pa | Dec 31, 2023 | Nov 21, 2024 |
| Thomas E Weber | Mechanicsburg, Pa | Jan 12, 2024 | Nov 21, 2024 |
The rule
- Registrations ended
- Dec 31, 2023 to Jan 12, 2024
- Registered next
- Nov 21, 2024
- Branch state
- PA
- Cities
- 1, most in Mechanicsburg, Pa
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape