DFX Intelligence
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Team lift-out
2 advisors left N•••••••• F•••••••• G••••• I••• for L••••••• F•••••••• G••••• L••
mixed wealthtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Farnum Lippitt | Allentown, Pa | Feb 2, 2026 | Jan 15, 2026 |
| Jonathan Lee Kline | Allentown, Pa | Feb 2, 2026 | Jan 15, 2026 |
The rule
- Registrations ended
- Feb 2, 2026
- Registered next
- Jan 15, 2026
- Branch state
- PA
- Cities
- 1, most in Allentown, Pa
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape