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 T••••• A••••••• S•••••••• I••• for B••• M••• T•••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Michael Mcfadden | Warminste, Pa | Nov 25, 2024 | Feb 12, 2025 |
| Christopher S Freddo | Kings Of Prussia, Pa | Nov 25, 2024 | Jan 8, 2025 |
The rule
- Registrations ended
- Nov 25, 2024
- Registered next
- Jan 8, 2025 to Feb 12, 2025
- Branch state
- PA
- Cities
- 2, most in Kings Of Prussia, Pa
- Registered there that day
- 1,835 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape