DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left C•••• C•••••• I••••••••• A••••••• for S••••• F••••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew David ShapowalHarleysville, PaAug 6, 2024Jul 3, 2024
Andrew Devon SteinHarleysville, PaAug 6, 2024Jul 3, 2024
Charles Kevin PorterHarleysville, PaAug 6, 2024Jul 3, 2024
Marissa Gerhart IllingworthHarleysville, PaAug 6, 2024Jul 3, 2024
Patricia Ann WebbHarleysville, PaAug 6, 2024Jul 3, 2024
Peter James RolandHarleysville, PaAug 6, 2024Jul 18, 2024
The rule
Registrations ended
Aug 6, 2024
Registered next
Jul 3, 2024 to Jul 18, 2024
Branch state
PA
Cities
1, most in Harleysville, Pa
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C•••• C•••••• I••••••••• A•••••••Other teams into S••••• F••••••••• L••