DFX Intelligence
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Firm absorbed
3 advisors left B••••• F•••••••• A•••••••• L•• for B••••• C••••••• A•••••••• L••
mixed wealthtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Culver Bruton | Downingtown, Pa | Mar 30, 2018 | Mar 23, 2018 |
| James Marshall Bruton | Downingtown, Pa | Mar 30, 2018 | Mar 23, 2018 |
| Michael Anthony Chisnell | Downingtown, Pa | Mar 30, 2018 | Mar 23, 2018 |
The rule
- Registrations ended
- Mar 30, 2018
- Registered next
- Mar 23, 2018
- Branch state
- PA
- Cities
- 1, most in Downingtown, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Feb 21, 2018), not necessarily this firm