DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for N•••••• F•••••••• G••••• I•••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Paul Friedman | Berwyn, Pa | Oct 10, 2025 | Oct 2, 2025 |
| Chad Benjamin Friedman | Berwyn, Pa | Oct 15, 2025 | Oct 3, 2025 |
The rule
- Registrations ended
- Oct 10, 2025 to Oct 15, 2025
- Registered next
- Oct 2, 2025 to Oct 3, 2025
- Branch state
- PA
- Cities
- 1, most in Berwyn, Pa
- Registered there that day
- 3,391 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape