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RIA Intelligence

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Firm absorbed

23 advisors left 1••• A••••••• for L•• F•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Weber BoyerBerwyn, PaFeb 6, 2023Feb 1, 2023
Andrew Michael MaddaloniWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Brian James McgrathWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Carl C CrowleyWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Daniel Alexander NyiriLancaster, PaFeb 6, 2023Feb 1, 2023
Daniel B BoyerWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Jan Robert CarrWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Joel Phillip FeldmanWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Joseph David WatermanWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Joseph Paul McerleanWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Julie Seher BickelWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Lisa Ann SchaubWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Martin Patrick Kraft D'AmicoWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Philip Joseph BaldassariWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Samuel Charles GinsbergWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Stephen Edward BalenWest Conshohocken, PaFeb 6, 2023Feb 1, 2023
Andrew Bernard ContiCarnegie, PaFeb 7, 2023Feb 1, 2023
James Carl CortsWest Conshohocken, PaFeb 7, 2023Feb 1, 2023
John Michael DurkanWest Conshohocken, PaFeb 8, 2023Feb 1, 2023
Louis Edward DepaulWest Conshohocken, PaFeb 8, 2023Feb 1, 2023
Mary TryonWest Conshohocken, PaFeb 8, 2023Feb 2, 2023
Harold Francis ScattergoodWest Conshohocken, PaFeb 15, 2023Feb 1, 2023
The rule
Registrations ended
Feb 6, 2023 to Feb 15, 2023
Registered next
Feb 1, 2023 to Feb 2, 2023
Branch state
PA
Cities
4, most in West Conshohocken, Pa
Registered there that day
25 (people still on IAPD; an estimate)
Share of that headcount
92%
Succession by the destination
none on the tape
Other teams out of 1••• A•••••••Other teams into L•• F•••••••• L••