DFX Intelligence
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Team lift-out
2 advisors left T•• A•••••••• I••• for U•• F•••••••• S••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Burtzel | Summit, Nj | Dec 31, 2025 | Jan 8, 2026 |
| Diana Michele Groh | Summit, Nj | Dec 31, 2025 | Jan 8, 2026 |
| Todd Hayworth | Summit, Nj | Jan 7, 2026 | Mar 10, 2026 |
The rule
- Registrations ended
- Dec 31, 2025 to Jan 7, 2026
- Registered next
- Jan 8, 2026 to Mar 10, 2026
- Branch state
- NJ
- Cities
- 1, most in Summit, Nj
- Registered there that day
- 274 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape