DFX Intelligence
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Firm absorbed
3 advisors left C••••••• P•••••••• L•• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David George Givler | Bethlehem, Pa | Sep 1, 2022 | Jul 1, 2022 |
| Mark Borda | Bethlehem, Pa | Sep 1, 2022 | Jul 5, 2022 |
| William Kenneth Velekei | Bethlehem, Pa | Sep 1, 2022 | Jul 1, 2022 |
The rule
- Registrations ended
- Sep 1, 2022
- Registered next
- Jul 1, 2022 to Jul 5, 2022
- Branch state
- PA
- Cities
- 1, most in Bethlehem, Pa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape