DFX Intelligence

RIA Intelligence

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Firm absorbed

24 advisors left V•••••••• L• for P••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Joseph JohnNewtown Square, PaSep 18, 2023Oct 5, 2023
Ari Robert PontzEdgemont, PaSep 18, 2023Sep 21, 2023
Brett Ian RubinsonEdgemont, PaSep 18, 2023Sep 21, 2023
Brian Arthur BadgleyNewtown Square, PaSep 18, 2023Sep 19, 2023
Charles Paxson KeatesEdgemont, PaSep 18, 2023Sep 22, 2023
Darren Andrew BramenEdgemont, PaSep 18, 2023Sep 21, 2023
David Michael BelejEdgemont, PaSep 18, 2023Sep 21, 2023
Emily L BlessNewtown Square, PaSep 18, 2023Sep 21, 2023
Eric Scott ShulenbergerNewtown Square, PaSep 18, 2023Sep 21, 2023
Frederick Ross BacaniEdgemont, PaSep 18, 2023Sep 19, 2023
Gordon Franklin StoneNewtown Square, PaSep 18, 2023Oct 23, 2023
Jared Stuart WeinerEdgemont , PaSep 18, 2023Sep 22, 2023
Jeannette Leigh Kleeman GrabeNewtown Square, PaSep 18, 2023Oct 24, 2023
Jeffrey Allan BeachellEdgemont, PaSep 18, 2023Oct 9, 2023
Jeffrey Allan MorrisonEdgemont, PaSep 18, 2023Sep 21, 2023
John Joseph ScuteriNewtown Square, PaSep 18, 2023Oct 4, 2023
Matthew Everett TaylorEdgemont, PaSep 18, 2023Sep 19, 2023
Patrick James DoughertyEdgemont, PaSep 18, 2023Sep 27, 2023
Paul R PascarellaEdgemont, PaSep 18, 2023Sep 21, 2023
Robert David HeinrichsNewtown Square, PaSep 18, 2023Sep 21, 2023
Robert Kevin StetsonEdgemont , PaSep 18, 2023Sep 21, 2023
Robert Martin LazaroffNewtown Square, PaSep 18, 2023Sep 22, 2023
Sonia Florio PetersonEdgemont, PaSep 18, 2023Sep 19, 2023
Wesley Daniel YamamotoNewtown Square, PaSep 18, 2023Sep 21, 2023
The rule
Registrations ended
Sep 18, 2023
Registered next
Sep 19, 2023 to Oct 24, 2023
Branch state
PA
Cities
3, most in Edgemont, Pa
Registered there that day
24 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of V•••••••• L•Other teams into P••••••••