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 L•• F•••••••• L•• for L••• W••••• M••••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Lawrence | Lafayette Hill, Pa | Mar 12, 2025 | Jan 3, 2020 |
| Joseph Robostello | Ardmore, Pa | Mar 12, 2025 | Jan 7, 2020 |
The rule
- Registrations ended
- Mar 12, 2025
- Registered next
- Jan 3, 2020 to Jan 7, 2020
- Branch state
- PA
- Cities
- 2, most in Lafayette Hill, Pa
- Registered there that day
- 18,586 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape