DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left A••••• A•• P••••••• S••••••• for L••••• E••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jarrod John Sleppy | Sarver, Pa | May 11, 2026 | Jun 26, 2026 |
| Lutelles Lindley White | Cheswick, Pa | May 11, 2026 | Jun 17, 2026 |
The rule
- Registrations ended
- May 11, 2026
- Registered next
- Jun 17, 2026 to Jun 26, 2026
- Branch state
- PA
- Cities
- 2, most in Sarver, Pa
- Registered there that day
- 1,577 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape