DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left M••••••• P•••••• W•••••• L•• for A••••• W•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Daneen Marie WeaverWyomissing, PaMar 28, 2025Mar 18, 2025
Matthew MarrellaWyomissing, PaMar 28, 2025Mar 28, 2025
Paul Leonard MarrellaWyomissing, PaMar 28, 2025Mar 17, 2025
Samuel Allen MarrellaWyomissing, PaMar 28, 2025Mar 17, 2025
Samuel Allen MarrellaWyomissing, PaMar 28, 2025Mar 17, 2025
The rule
Registrations ended
Mar 28, 2025
Registered next
Mar 17, 2025 to Mar 28, 2025
Branch state
PA
Cities
1, most in Wyomissing, Pa
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of M••••••• P•••••• W•••••• L••Other teams into A••••• W•••••