DFX Intelligence
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Team lift-out
2 advisors left S••••• W••••• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Koebele Wright | Pittsburgh, Pa | Jan 3, 2026 | Jan 6, 2026 |
| Kyle Frederick Beckhusen | Pittsburgh, Pa | Jan 3, 2026 | Jan 6, 2026 |
The rule
- Registrations ended
- Jan 3, 2026
- Registered next
- Jan 6, 2026
- Branch state
- PA
- Cities
- 1, most in Pittsburgh, Pa
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape