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 I•••••• T•••• S••••••••• for J•••••• • C••• L••
unclassifiedtostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Conrad Baehr | Havertown, Pa | Jul 30, 2026 | Aug 13, 2026 |
| Shayna Lynne Harvey | Havertown, Pa | Jul 30, 2026 | Apr 8, 2026 |
The rule
- Registrations ended
- Jul 30, 2026
- Registered next
- Apr 8, 2026 to Aug 13, 2026
- Branch state
- PA
- Cities
- 1, most in Havertown, Pa
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape