DFX Intelligence
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Firm absorbed
4 advisors left L••• W••••• M••••••••• G•••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Lawrence | Philadelphia, Pa | Dec 6, 2024 | Sep 4, 2024 |
| Joseph Robostello | Philadelphia, Pa | Dec 6, 2024 | Sep 3, 2024 |
| Michael Thomas Clatterbuck | Philadelphia, Pa | Dec 6, 2024 | Sep 3, 2024 |
| Victor Sidney Levy | Philadelphia, Pa | Dec 6, 2024 | Sep 3, 2024 |
The rule
- Registrations ended
- Dec 6, 2024
- Registered next
- Sep 3, 2024 to Sep 4, 2024
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape