DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left R•• P•••••• W••••• for A•• P•••••• W•••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Haley Marie SchwartzLancaster, PaFeb 12, 2026Feb 23, 2026
Joshua Todd GuevinLancaster, PaFeb 12, 2026Feb 20, 2026
Maggie Grace FisherLancaster, PaFeb 12, 2026Feb 20, 2026
Nikolas C MadonisLancaster, PaFeb 12, 2026Feb 20, 2026
Tyler Lee HarrisLancaster, PaFeb 12, 2026Feb 20, 2026
The rule
Registrations ended
Feb 12, 2026
Registered next
Feb 20, 2026 to Feb 23, 2026
Branch state
PA
Cities
1, most in Lancaster, Pa
Registered there that day
24 (people still on IAPD; an estimate)
Share of that headcount
21%
Succession by the destination
none on the tape
Other teams out of R•• P•••••• W•••••Other teams into A•• P•••••• W•••••