DFX Intelligence
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Firm absorbed
3 advisors left H••••••• P•••••••• L•• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Allen Leber | Berwyn, Pa | Oct 28, 2024 | Nov 1, 2024 |
| John William Peregrim | Berwyn, Pa | Oct 28, 2024 | Oct 31, 2024 |
| Vaughn Raye Schill | Berwyn, Pa | Oct 28, 2024 | Nov 4, 2024 |
The rule
- Registrations ended
- Oct 28, 2024
- Registered next
- Oct 31, 2024 to Nov 4, 2024
- Branch state
- PA
- Cities
- 1, most in Berwyn, 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