DFX Intelligence
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Firm absorbed
3 advisors left W••••• A••••••• G••••• I••• for W•••• I••••••••• A•••••••• L••
mixed wealthtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Reilly Dugery | Berwyn, Pa | Nov 26, 2025 | Nov 4, 2025 |
| Gerald Lee Preschutti | Berwyn, Pa | Nov 26, 2025 | Nov 5, 2025 |
| Robert Norton | Berwyn, Pa | Nov 26, 2025 | Nov 5, 2025 |
The rule
- Registrations ended
- Nov 26, 2025
- Registered next
- Nov 4, 2025 to Nov 5, 2025
- Branch state
- PA
- Cities
- 1, most in Berwyn, 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