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
6 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Andrew Trauger | New Hope, Pa | Feb 4, 2022 | Jan 28, 2022 |
| Christopher John Kelly | New Hope, Pa | Feb 9, 2022 | Jan 28, 2022 |
| Frank Robert Policare | New Hope, Pa | Feb 9, 2022 | Jan 28, 2022 |
| Gerald Donald Barlow | New Hope, Pa | Feb 9, 2022 | Jan 28, 2022 |
| Lisa Anne Policare | Mechanicsburg, Pa | Feb 9, 2022 | Jan 28, 2022 |
| Scott Andrew Utterback | New Hope, Pa | Feb 9, 2022 | Jan 28, 2022 |
The rule
- Registrations ended
- Feb 4, 2022 to Feb 9, 2022
- Registered next
- Jan 28, 2022
- Branch state
- PA
- Cities
- 2, most in New Hope, Pa
- Registered there that day
- 12,754 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape