DFX Intelligence
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Firm absorbed
3 advisors left P•• F•••••••• for P• N••• F•••••••• S••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Mcnesby | Newtown, Pa | Dec 31, 2025 | Feb 12, 2026 |
| Kenneth Charles Coniglio | Newtown, Pa | Dec 31, 2025 | Feb 27, 2026 |
| Michael David Carlucci | Newtown, Pa | Dec 31, 2025 | Mar 27, 2026 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Feb 12, 2026 to Mar 27, 2026
- Branch state
- PA
- Cities
- 1, most in Newtown, 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