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 F••••••• P••••••• A•• W•••••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Matthew Rossman | Bala Cynwyd, Pa | Mar 21, 2023 | Jul 21, 2023 |
| Catherine Marie Link | Bala Cynwyd, Pa | Mar 23, 2023 | Apr 26, 2023 |
The rule
- Registrations ended
- Mar 21, 2023 to Mar 23, 2023
- Registered next
- Apr 26, 2023 to Jul 21, 2023
- Branch state
- PA
- Cities
- 1, most in Bala Cynwyd, Pa
- Registered there that day
- 3,194 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape