DFX Intelligence

RIA 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

4 advisors left W•••• F•••• A••••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Catherine Ann PlayfordConshohocken, PaSep 4, 2024Sep 3, 2024
Pari Michele Hashemi MaguraBerwyn, PaSep 4, 2024Aug 30, 2024
Robert Alick SalonConshohocken, PaSep 4, 2024Aug 30, 2024
Olivia L LawlerConshohocken, PaSep 5, 2024Aug 30, 2024
The rule
Registrations ended
Sep 4, 2024 to Sep 5, 2024
Registered next
Aug 30, 2024 to Sep 3, 2024
Branch state
PA
Cities
3, most in Conshohocken, Pa
Registered there that day
13,575 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•• C•••••• M••••••• L••