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 E•••••••• A•••••••• L•• for N••••••••• M••••• I••••••••• S•••••••••
national BDtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ryan Speak | Bala Cynwyd, Pa | Jun 15, 2020 | Jun 23, 2020 |
| Adam Lamar | Bala Cynwyd, Pa | Jun 16, 2020 | Jul 27, 2020 |
The rule
- Registrations ended
- Jun 15, 2020 to Jun 16, 2020
- Registered next
- Jun 23, 2020 to Jul 27, 2020
- Branch state
- PA
- Cities
- 1, most in Bala Cynwyd, Pa
- Registered there that day
- 2,511 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape