DFX Intelligence
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Team lift-out
2 advisors left E•••••• F•••••••• E•••••• for P•••• C•••••• F••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Rose Salyer | West Conshohocken, Pa | Mar 6, 2026 | Feb 13, 2026 |
| Joan N Greenspon | West Conshohocken, Pa | Mar 6, 2026 | Feb 13, 2026 |
The rule
- Registrations ended
- Mar 6, 2026
- Registered next
- Feb 13, 2026
- Branch state
- PA
- Cities
- 1, most in West Conshohocken, Pa
- Registered there that day
- 654 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape