DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left M•• I•••••••• S•••••••• L•• for T•••••••• P••••••• F•••••••• L••
BD affiliatedtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Gregory Lizzi | Hunt Valley, Md | Jun 9, 2025 | May 17, 2024 |
| Christopher Michael Schneider | Hunt Valley, Md | Jun 9, 2025 | May 17, 2024 |
| David Michael Morris | Baltimore, Md | Jun 9, 2025 | May 17, 2024 |
The rule
- Registrations ended
- Jun 9, 2025
- Registered next
- May 17, 2024
- Branch state
- MD
- Cities
- 3, most in Hunt Valley, Md
- Registered there that day
- 4,586 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape