DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left M••• S••••• F•••••••• S••••••••• L•• for M••• S••••• F•••••••• S••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy LeisNewtown, PaJul 1, 2020Mar 20, 2020
Ayman EzzatNewtown, PaJul 1, 2020Sep 20, 2021
Brett Robert DankoNewtown, PaJul 1, 2020Mar 6, 2020
Crystal Dobson PrachylNewtown, PaJul 1, 2020Mar 16, 2020
Jennifer L HushionNewtown, PaJul 1, 2020Feb 27, 2020
Jonathan Craig BrandlNewtown, PaJul 1, 2020Mar 31, 2020
Linda Kennedy PylesNewtown, PaJul 1, 2020Mar 11, 2020
M Thomas PabloNewtown, PaJul 1, 2020Mar 25, 2020
Michael Anthony BukowskiNewtown, PaJul 1, 2020Mar 6, 2020
Michael Scott MinterNewtown, PaJul 1, 2020Mar 25, 2020
Nicolas G Valdes-FauliNewtown, PaJul 1, 2020Mar 10, 2020
The rule
Registrations ended
Jul 1, 2020
Registered next
Feb 27, 2020 to Sep 20, 2021
Branch state
PA
Cities
1, most in Newtown, Pa
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
52%
Succession by the destination
none on the tape
Other teams out of M••• S••••• F•••••••• S••••••••• L••Other teams into M••• S••••• F•••••••• S••••••••• L••