DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left M••••••••• W••••• A•••••••• L•• for S••••••• W••••• M••••••••• L••

asset managertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Donald Wayne LamisonJohnstown, PaJul 17, 2026Jun 5, 2025
Joseph Daniel WirbickJohnstown, PaJul 17, 2026Jun 4, 2025
Matthew J LeboJohnstown, PaJul 17, 2026Jun 4, 2025
Teressa Dawn BeardLancaster, PaJul 17, 2026Jun 4, 2025
The rule
Registrations ended
Jul 17, 2026
Registered next
Jun 4, 2025 to Jun 5, 2025
Branch state
PA
Cities
2, most in Johnstown, Pa
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
57%
Succession by the destination
none on the tape
Other teams out of M••••••••• W••••• A•••••••• L••Other teams into S••••••• W••••• M••••••••• L••