DFX Intelligence
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Firm absorbed
3 advisors left W•••• F•••••••• G•••• for W•••• F•••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam James Mehrer | Newton Square, Pa | Mar 5, 2025 | Feb 25, 2025 |
| Grace Rachel Choi | Newton Square, Pa | Mar 5, 2025 | Feb 25, 2025 |
The rule
- Registrations ended
- Mar 5, 2025
- Registered next
- Feb 25, 2025
- Branch state
- PA
- Cities
- 1, most in Newton Square, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape