DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left S••••• A••••••• I••• for O•••••••• F•••••••• S••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Scott HudockOrefield, PaJun 9, 2025Jun 6, 2025
Kevin Arthur RhodesOrefield, PaJun 9, 2025Jun 6, 2025
Eric Scott DormanOrefield, PaJun 16, 2025Jun 6, 2025
The rule
Registrations ended
Jun 9, 2025 to Jun 16, 2025
Registered next
Jun 6, 2025
Branch state
PA
Cities
1, most in Orefield, Pa
Registered there that day
238 (people still on IAPD; an estimate)
Share of that headcount
1.3%
Succession by the destination
none on the tape
Other teams out of S••••• A••••••• I•••Other teams into O•••••••• F•••••••• S••••••• L••