DFX Intelligence
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Team lift-out
6 advisors left M•••• W••••• P•••••••• L•• for C••••••••• C••••••••• A••••••• S••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Jonathan Fenster | Philadelphia, Pa | Jul 21, 2026 | Jul 13, 2026 |
| Jackson Davey | Philadelphia, Pa | Jul 21, 2026 | Jul 9, 2026 |
| Kenneth Donald Briscoe | Philadelphia, Pa | Jul 21, 2026 | Jul 9, 2026 |
| Paul Joseph Bracaglia | Philadelphia, Pa | Jul 21, 2026 | Jul 9, 2026 |
| Philip Bonelli | Philadelphia, Pa | Jul 21, 2026 | Jul 9, 2026 |
| Michael Domenic Finelli | Philadelphia, Pa | Jul 22, 2026 | Jul 9, 2026 |
The rule
- Registrations ended
- Jul 21, 2026 to Jul 22, 2026
- Registered next
- Jul 9, 2026 to Jul 13, 2026
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape