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 C•••••••• F•••••••• G•••• A••••••• for A• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dylan Timothy Warfield | Carlisle, Pa | Jun 26, 2020 | Jun 10, 2020 |
| Stephen Edward Myers | Hershey, Pa | Jun 26, 2020 | Nov 3, 2021 |
The rule
- Registrations ended
- Jun 26, 2020
- Registered next
- Jun 10, 2020 to Nov 3, 2021
- Branch state
- PA
- Cities
- 2, most in Hershey, Pa
- Registered there that day
- 291 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape