DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left C•• W••••• M••••••••• for C• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Alan LocherWayne, PaAug 6, 2025Aug 1, 2025
Eric Todd LansheWayne, PaAug 6, 2025Aug 1, 2025
John M DemasiWayne, PaAug 6, 2025Aug 1, 2025
Sheetal KhannaWayne, PaAug 6, 2025Aug 1, 2025
The rule
Registrations ended
Aug 6, 2025
Registered next
Aug 1, 2025
Branch state
PA
Cities
1, most in Wayne, Pa
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C•• W••••• M•••••••••Other teams into C• A•••••••• L••