DFX Intelligence
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Firm absorbed
3 advisors left W••••• F•••••••• S•••••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Devin Raymond Paul | Exton, Pa | Dec 22, 2022 | Dec 20, 2022 |
| Jordan T Sisson | Exton, Pa | Dec 22, 2022 | Nov 21, 2024 |
| Scott Shellhamer | Exton, Pa | Dec 22, 2022 | Aug 8, 2023 |
The rule
- Registrations ended
- Dec 22, 2022
- Registered next
- Dec 20, 2022 to Nov 21, 2024
- Branch state
- PA
- Cities
- 1, most in Exton, Pa
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape