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.
Firm absorbed
3 advisors left W•• A•••••••• L•• for T•••••• P•••• F••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Daniel Good | Camp Hill, Pa | Mar 27, 2024 | Aug 4, 2023 |
| Jonathan Paul Good | Camp Hill, Pa | Mar 27, 2024 | Jul 19, 2023 |
| Michael James Good | Camp Hill, Pa | Mar 27, 2024 | Jul 19, 2023 |
The rule
- Registrations ended
- Mar 27, 2024
- Registered next
- Jul 19, 2023 to Aug 4, 2023
- Branch state
- PA
- Cities
- 1, most in Camp Hill, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape