DFX Intelligence
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Team lift-out
2 advisors left A•••• C•••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Joseph Skupski | Wayne, Pa | May 19, 2026 | May 18, 2026 |
| Michael James Frederick | Collegeville, Pa | May 19, 2026 | May 18, 2026 |
The rule
- Registrations ended
- May 19, 2026
- Registered next
- May 18, 2026
- Branch state
- PA
- Cities
- 2, most in Collegeville, Pa
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape