DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left X••••• I••••••••• A•••••••• I••• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Joseph ProsperPittsburgh, PaSep 4, 2024Aug 27, 2024
Bret Jonathan StutzmanPittsburgh, PaSep 4, 2024Aug 27, 2024
Christina Marie SalpietroPittsburgh, PaSep 4, 2024Aug 27, 2024
John Herman CummingsPittsburgh, PaSep 4, 2024Aug 28, 2024
Joseph Gugliotta SalpietroPittsburgh, PaSep 4, 2024Aug 27, 2024
Michael Bernard GiammatteoPittsburgh, PaSep 4, 2024Aug 28, 2024
Natalee Ann EspositoPittsburgh, PaSep 4, 2024Aug 20, 2025
The rule
Registrations ended
Sep 4, 2024
Registered next
Aug 27, 2024 to Aug 20, 2025
Branch state
PA
Cities
1, most in Pittsburgh, Pa
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of X••••• I••••••••• A•••••••• I•••Other teams into C••••• P••••••• L••