DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left S•• I••••••••• A•••••••• I••• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Fox SteegeDoylestown, PaDec 31, 2022Nov 2, 2022
John HendricksDoylestown, PaDec 31, 2022Nov 2, 2022
Matthew Paul WitterDoylestown, PaDec 31, 2022Nov 2, 2022
The rule
Registrations ended
Dec 31, 2022
Registered next
Nov 2, 2022
Branch state
PA
Cities
1, most in Doylestown, 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
Other teams out of S•• I••••••••• A•••••••• I•••Other teams into S••••• W••••• M•••••••••