DFX Intelligence

RIA Intelligence

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Firm absorbed

23 advisors left M••• C•••• C•••••• A•••••••• L•• for P••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam HellerConshohocken, PaJun 1, 2026Jun 5, 2026
Ann Michelle FinnertyConshohocken, PaJun 1, 2026Sep 10, 2026
Brian Andrew MaxwellPittsburgh, PaJun 1, 2026Jun 5, 2026
David James LoganConshohocken, PaJun 1, 2026Jun 4, 2026
Gretchen ReganConshohocken, PaJun 1, 2026Jun 3, 2026
Jaclyn Marie ShaughnessyConshohocken, PaJun 1, 2026Jun 3, 2026
Jennifer Davis PhamConshohocken, PaJun 1, 2026Jun 8, 2026
Jill Tilzer JokelsonConshohocken, PaJun 1, 2026Jun 5, 2026
Joshua Stirling GrossConshohocken, PaJun 1, 2026Jun 22, 2026
Katie Jean PooleConshohocken, PaJun 1, 2026Jun 5, 2026
Kevin Joseph KeatingConshohocken, PaJun 1, 2026Jun 2, 2026
Meaghan Fay BulyConshohocken, PaJun 1, 2026Jun 3, 2026
Michael H JordanConshohocken, PaJun 1, 2026Jun 2, 2026
Michael Thomas LocasaleConshohocken, PaJun 1, 2026Jun 4, 2026
Patrick Joseph BurkeConshohocken, PaJun 1, 2026Jun 5, 2026
Richard Marsh LunsfordConshohocken, PaJun 1, 2026Jun 3, 2026
Richard Walter StevensConshohocken, PaJun 1, 2026Jun 8, 2026
Robert M AsklarConshohocken, PaJun 1, 2026Jun 3, 2026
Ryan M CampbellConshohocken, PaJun 1, 2026Jun 3, 2026
Samuel Owen McfallConshohocken, PaJun 1, 2026Jun 3, 2026
Sean Michael BannonPittsburgh, PaJun 1, 2026Jun 2, 2026
Tyson Keith ThrushConshohocken, PaJun 1, 2026Jun 5, 2026
Zachary Evan FischerConshohocken, PaJun 1, 2026Jun 4, 2026
The rule
Registrations ended
Jun 1, 2026
Registered next
Jun 2, 2026 to Sep 10, 2026
Branch state
PA
Cities
2, most in Conshohocken, Pa
Registered there that day
24 (people still on IAPD; an estimate)
Share of that headcount
96%
Succession by the destination
none on the tape
Other teams out of M••• C•••• C•••••• A•••••••• L••Other teams into P••••••••