DFX Intelligence
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Firm absorbed
5 advisors left P••••• C•••••• A•••••••• L•• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Brett Landau | West Conshohocken, Pa | May 11, 2022 | May 25, 2022 |
| Kathleen F Freed | West Conshohocken, Pa | May 11, 2022 | May 13, 2022 |
| William Theodore Curran | West Conshohocken, Pa | May 11, 2022 | May 16, 2022 |
| Matthew Hall Taylor | West Conshohocken, Pa | May 23, 2022 | May 13, 2022 |
| Mimi Keller Drake | West Conshohocken, Pa | May 23, 2022 | May 24, 2022 |
The rule
- Registrations ended
- May 11, 2022 to May 23, 2022
- Registered next
- May 13, 2022 to May 25, 2022
- Branch state
- PA
- Cities
- 1, most in West Conshohocken, Pa
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape