DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left P••• I••••••••• A•••••••• I••• for E•••••••• A•••••••• L••

mixed wealthtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christian Myers WagnerBala Cynwyd, PaMar 31, 2023Oct 3, 2022
Kevin Joseph HillerBala Cynwyd, PaMar 31, 2023Oct 3, 2022
Kristine Janet WeitBala Cynwyd, PaMar 31, 2023Oct 3, 2022
Paul Laurence MillerBala Cynwyd, PaMar 31, 2023Oct 3, 2022
Peter Joseph PonzioBala Cynwyd, PaMar 31, 2023Oct 3, 2022
The rule
Registrations ended
Mar 31, 2023
Registered next
Oct 3, 2022
Branch state
PA
Cities
1, most in Bala Cynwyd, Pa
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of P••• I••••••••• A•••••••• I•••Other teams into E•••••••• A•••••••• L••