DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left P••••••••• F•••••••• P•••••••• I••• for A•••• O•• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Lewis YatesBridgeville, PaMar 17, 2026Apr 3, 2026
Rafael J. YurkBridgeville, PaMar 17, 2026Apr 3, 2026
Stephen George BierkerBridgeville, PaMar 17, 2026Apr 3, 2026
The rule
Registrations ended
Mar 17, 2026
Registered next
Apr 3, 2026
Branch state
PA
Cities
1, most in Bridgeville, Pa
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of P••••••••• F•••••••• P•••••••• I•••Other teams into A•••• O•• W••••• M••••••••• L••