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 H••••••• I••••••••• M••••••••• L•• for G•• F•••••••• S••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce T Hotaling | Wayne, Pa | Apr 28, 2023 | Apr 21, 2023 |
| Colton Inglis Growney | Wayne, Pa | Apr 28, 2023 | Apr 28, 2023 |
The rule
- Registrations ended
- Apr 28, 2023
- Registered next
- Apr 21, 2023 to Apr 28, 2023
- Branch state
- PA
- Cities
- 1, most in Wayne, Pa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape