DFX Intelligence

RIA Intelligence

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Firm absorbed

18 advisors left C••••••••• I••••••••• I••••••••• L•• for C••••••••• A••••••• A•••• M••••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Angela Nicole OsteBethlehem, PaDec 31, 2017Jun 12, 2014
Brian Daniel BobeckBethlehem, PaDec 31, 2017Nov 25, 2015
Christopher John MckinleyBethlehem, PaDec 31, 2017Jan 7, 2015
Christopher William LakatoshBethlehem, PaDec 31, 2017Feb 9, 2006
Derek Michael SchwartzBethlehem, PaDec 31, 2017Jan 19, 2017
Evan James CowenBethlehem, PaDec 31, 2017May 26, 2017
Jennifer Valerie BauderBethlehem, PaDec 31, 2017Jan 7, 2016
Jessica Marie LongBethlehem, PaDec 31, 2017Oct 15, 2013
Kevin (Nmn) KarpukBethlehem, PaDec 31, 2017Feb 9, 2006
Malcolm Lee CowenBethlehem, PaDec 31, 2017Feb 9, 2006
Michael Joseph ZambelliBethlehem, PaDec 31, 2017Sep 4, 2015
Rita Danielle MillerBethlehem, PaDec 31, 2017Feb 9, 2006
Ryan D WoodBethlehem, PaDec 31, 2017Feb 9, 2006
Thomas Joseph ScaliciBethlehem, PaDec 31, 2017Feb 9, 2006
Tiffany Ann GilbertBethlehem, PaDec 31, 2017Feb 9, 2006
Trevor Markwood ReidBethlehem, PaDec 31, 2017May 12, 2011
Tyler James PapazBethlehem, PaDec 31, 2017Jun 17, 2014
Whitney Rose BatesBethlehem, PaDec 31, 2017Dec 3, 2015
The rule
Registrations ended
Dec 31, 2017
Registered next
Feb 9, 2006 to May 26, 2017
Branch state
PA
Cities
1, most in Bethlehem, Pa
Registered there that day
19 (people still on IAPD; an estimate)
Share of that headcount
95%
Succession by the destination
none on the tape
Other teams out of C••••••••• I••••••••• I••••••••• L••Other teams into C••••••••• A••••••• A•••• M••••••••• L••