DFX Intelligence
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Team lift-out
2 advisors left R•• P•••••• W••••• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brayden John Campbell | Lancaster, Pa | Jun 3, 2025 | Jun 3, 2025 |
| James Justin Palys | Lancaster, Pa | Jun 3, 2025 | Jun 3, 2025 |
The rule
- Registrations ended
- Jun 3, 2025
- Registered next
- Jun 3, 2025
- Branch state
- PA
- Cities
- 1, most in Lancaster, Pa
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape