DFX Intelligence
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Team lift-out
2 advisors left T••••••••• C••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jaime Lee Croissant | Pittsburgh, Pa | Dec 31, 2025 | Sep 15, 2025 |
| Markus Lamont Williams | Pittsburgh, Pa | Dec 31, 2025 | Sep 15, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Sep 15, 2025
- Branch state
- PA
- Cities
- 1, most in Pittsburgh, Pa
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape