DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left Z••• C•••••• A•••••••• L•• for S•••••• F•••••••• G••••• L•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Francis HoganBerwyn, PaFeb 28, 2023Mar 6, 2023
Andrew Francis SmithBerwyn, PaFeb 28, 2023Mar 6, 2023
Cody Lewis PittmanBerwyn, PaFeb 28, 2023Mar 6, 2023
Edward Nishan AntoianBerwyn, PaFeb 28, 2023Mar 7, 2023
John Frederick KemmererBerwyn, PaFeb 28, 2023Mar 6, 2023
Joseph August FrederickBerwyn, PaFeb 28, 2023Mar 6, 2023
Michael Francis KelleyBerwyn, PaFeb 28, 2023Mar 7, 2023
Norborne Gee SmithBerwyn, PaFeb 28, 2023Mar 6, 2023
The rule
Registrations ended
Feb 28, 2023
Registered next
Mar 6, 2023 to Mar 7, 2023
Branch state
PA
Cities
1, most in Berwyn, Pa
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of Z••• C•••••• A•••••••• L••Other teams into S•••••• F•••••••• G••••• L•••••