DFX Intelligence
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Firm absorbed
3 advisors left G•••• L•• for F•••••••• A••••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Charles Geczy | W Conshohocken, Pa | Dec 31, 2023 | Aug 23, 2010 |
| Patrick Andrew Tucci | W Conshohocken, Pa | Dec 31, 2023 | May 4, 2022 |
| Stephen Richard Kitching | W Conshohocken, Pa | Dec 31, 2023 | May 25, 2017 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Aug 23, 2010 to May 4, 2022
- Branch state
- PA
- Cities
- 1, most in W Conshohocken, Pa
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape