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Firm absorbed

3 advisors left N••••••••• S••• A•••• M••••••••• I••• for T••••••• A•••••• N••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Kenneth Richard FerroneWormleysburg, PaNov 14, 2025Oct 1, 2025
Lillian Mae CrusanWormleysburg, PaNov 14, 2025Oct 1, 2025
Paul Seth DubendorfWormleysburg, PaNov 14, 2025Oct 1, 2025
The rule
Registrations ended
Nov 14, 2025
Registered next
Oct 1, 2025
Branch state
PA
Cities
1, most in Wormleysburg, 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