DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left N•••••••• A•••••••• I••• for L•• F•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Scott LiptakWarren, PaDec 31, 2018Oct 4, 2017
Jeffrey William EvansWarren, PaDec 31, 2018Oct 4, 2017
Jere C WiseWarren, PaDec 31, 2018Oct 5, 2017
Kenneth A BrownWarren, PaDec 31, 2018Oct 4, 2017
Ryan Arthur WeigleWarren, PaDec 31, 2018Oct 4, 2017
Toni Lynne PaupWarren, PaDec 31, 2018Oct 4, 2017
William Douglas McculloughWarren, PaDec 31, 2018Oct 4, 2017
The rule
Registrations ended
Dec 31, 2018
Registered next
Oct 4, 2017 to Oct 5, 2017
Branch state
PA
Cities
1, most in Warren, Pa
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
none on the tape
Other teams out of N•••••••• A•••••••• I•••Other teams into L•• F•••••••• L••