DFX Intelligence

RIA Intelligence

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Firm absorbed

18 advisors left D••••• W•••••• L•• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amanda Leigh FaithWyomissing, PaAug 4, 2023May 15, 2023
Angela Michelle StephensonLancaster, PaAug 4, 2023May 12, 2023
Angela Renee BerkoskyLancaster, PaAug 4, 2023May 15, 2023
Christopher Michael StockHanover, PaAug 4, 2023May 12, 2023
Jacqueline Elizabeth KeenerLancaster, PaAug 4, 2023May 12, 2023
Jennifer Lynn HillLancaster, PaAug 4, 2023May 12, 2023
Joseph Peter MarmoratoLancaster, PaAug 4, 2023May 12, 2023
Kenneth Lee EshlemanLancaster, PaAug 4, 2023May 12, 2023
Kyle Brandon BeisselYork, PaAug 4, 2023May 12, 2023
Matthew Murray GavelLancaster, PaAug 4, 2023May 12, 2023
Michael Joseph DinanWyomissing, PaAug 4, 2023May 12, 2023
Michael Joseph SpanglerLancaster, PaAug 4, 2023May 12, 2023
Paul Bryant ElfnerLancaster, PaAug 4, 2023May 12, 2023
Richard Patrick EllenbergerHanover, PaAug 4, 2023May 12, 2023
Robert Francis WursterLancaster, PaAug 4, 2023May 12, 2023
Scott Douglas MichaelYork, PaAug 4, 2023May 12, 2023
Thomas Keith WilliamsWyomissing, PaAug 4, 2023May 12, 2023
Timothy Michael SokoloskiLancaster, PaAug 4, 2023May 12, 2023
The rule
Registrations ended
Aug 4, 2023
Registered next
May 12, 2023 to May 15, 2023
Branch state
PA
Cities
4, most in Lancaster, Pa
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of D••••• W•••••• L••Other teams into S••••• W••••• M•••••••••