DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left B•• I••••••••• M••••••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Anita BuerklePittsburgh, PaMar 6, 2020Mar 2, 2020
Devan WhitePittsburgh, PaMar 6, 2020Mar 2, 2020
Justin Phillip BrahimPittsburgh, PaMar 6, 2020Mar 2, 2020
Mark CerasoPittsburgh, PaMar 6, 2020Mar 4, 2020
Michael FetterolfPittsburgh, PaMar 6, 2020Mar 5, 2020
Michael Theodore HaleyPittsburgh, PaMar 6, 2020Mar 6, 2020
Robert Joseph StandishPittsburgh, PaMar 6, 2020Mar 4, 2020
Sheyna Lynn RegetsPittsburgh, PaMar 6, 2020Mar 3, 2020
William Lawrence BushPittsburgh, PaMar 6, 2020Mar 12, 2020
William R BerkowitzPittsburgh, PaMar 6, 2020Mar 20, 2020
The rule
Registrations ended
Mar 6, 2020
Registered next
Mar 2, 2020 to Mar 20, 2020
Branch state
PA
Cities
1, most in Pittsburgh, Pa
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
91%
Succession by the destination
none on the tape
Other teams out of B•• I••••••••• M••••••••• I•••Other teams into W••••• E••••••••• A••••••• S•••••••• L••