DFX Intelligence
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Firm absorbed
4 advisors left M••••••• P•••••• W•••••• L•• for C• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Ernest Milburn | Wynnewood, Pa | Sep 26, 2023 | Sep 19, 2023 |
| David Saul Turbiner | Wynnewood, Pa | Sep 28, 2023 | Sep 22, 2023 |
| Eric Oscar Zeltner | Wynnewood, Pa | Sep 28, 2023 | Sep 27, 2023 |
| Gary Paul Droz | Wynnewood, Pa | Oct 2, 2023 | Sep 20, 2023 |
The rule
- Registrations ended
- Sep 26, 2023 to Oct 2, 2023
- Registered next
- Sep 19, 2023 to Sep 27, 2023
- Branch state
- PA
- Cities
- 1, most in Wynnewood, Pa
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 80%
- Succession by the destination
- none on the tape