DFX Intelligence
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Firm absorbed
6 advisors left K••••••••• A••••••• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew M Reder | Berwyn, Pa | Sep 29, 2023 | Sep 11, 2023 |
| David Stanley Kovach | Berwyn, Pa | Sep 29, 2023 | Sep 19, 2023 |
| Jaclyn Marie Swavely | Berwyn, Pa | Sep 29, 2023 | Sep 6, 2023 |
| Larry Letterio | Valencia, Pa | Sep 29, 2023 | Sep 6, 2023 |
| Matthew Pearce Arnold | Berwyn, Pa | Sep 29, 2023 | Sep 11, 2023 |
| Michael Gilbert Fancher | Berwyn, Pa | Sep 29, 2023 | Sep 5, 2023 |
The rule
- Registrations ended
- Sep 29, 2023
- Registered next
- Sep 5, 2023 to Sep 19, 2023
- Branch state
- PA
- Cities
- 1, most in Berwyn, Pa
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape