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
5 advisors left O•••• W•••••• I••• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tanya Lee Hoffman | Erie, Pa | Nov 20, 2025 | Nov 17, 2025 |
| Toni Lynne Paup | Erie, Pa | Nov 20, 2025 | Nov 17, 2025 |
| Carolyn D Verba | Palmerton, Pa | Nov 21, 2025 | Nov 27, 2025 |
| Mark Richard Weibel | Erie, Pa | Nov 21, 2025 | Nov 18, 2025 |
The rule
- Registrations ended
- Nov 20, 2025 to Nov 21, 2025
- Registered next
- Nov 17, 2025 to Nov 27, 2025
- Branch state
- PA
- Cities
- 3, most in Erie, Pa
- Registered there that day
- 7,885 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape