DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left L••••••••• A••••••• I••• for D••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James David KingReading, PaDec 18, 2025Dec 15, 2025
Leon Nicholas PaceReading, PaDec 18, 2025Dec 15, 2025
Terry Lee MorrisReading, PaDec 18, 2025Dec 15, 2025
The rule
Registrations ended
Dec 18, 2025
Registered next
Dec 15, 2025
Branch state
PA
Cities
1, most in Reading, 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
Other teams out of L••••••••• A••••••• I•••Other teams into D••••• W•••••• L••