DFX Intelligence
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Firm absorbed
9 advisors left P•• W••••• M••••••••• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Nicholas Scarpo | Greensburg, Pa | Mar 31, 2021 | Jan 19, 2021 |
| Jeffrey J Heasley | Greensburg, Pa | Mar 31, 2021 | Jan 19, 2021 |
| Jody Ann Werner | Greensburg, Pa | Mar 31, 2021 | Jan 19, 2021 |
| Joseph Anthony Scarpo | Greensburg, Pa | Mar 31, 2021 | Jan 20, 2021 |
| Joseph Corey Howard | Greensburg, Pa | Mar 31, 2021 | Jan 19, 2021 |
| Keith Patrick Biskup | Greensburg, Pa | Mar 31, 2021 | Jan 19, 2021 |
| Michael John Passalinqua | Greensburg, Pa | Mar 31, 2021 | Jan 19, 2021 |
| Nicholas Michael Wilson | Greensburg, Pa | Mar 31, 2021 | Jan 19, 2021 |
| Paula Marie Tremba | Greensburg, Pa | Mar 31, 2021 | Jan 19, 2021 |
The rule
- Registrations ended
- Mar 31, 2021
- Registered next
- Jan 19, 2021 to Jan 20, 2021
- Branch state
- PA
- Cities
- 1, most in Greensburg, Pa
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape