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 R•• C•••••• M••••••• L•• for A••••••••• F•••••••• S•••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Federico | Philadelphia, Pa | Dec 22, 2022 | Dec 9, 2022 |
| James Joseph Dotzman | Philadelphia, Pa | Dec 22, 2022 | Dec 9, 2022 |
The rule
- Registrations ended
- Dec 22, 2022
- Registered next
- Dec 9, 2022
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 3,025 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape