DFX Intelligence
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Team lift-out
2 advisors left A•••• I••••••••• G•••• for E•••• F•••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Timothy Youngs | Wayne, Pa | Jul 3, 2026 | Jul 5, 2026 |
| Jack Roland Costello | Wayne, Pa | Jul 16, 2026 | Aug 3, 2026 |
The rule
- Registrations ended
- Jul 3, 2026 to Jul 16, 2026
- Registered next
- Jul 5, 2026 to Aug 3, 2026
- Branch state
- PA
- Cities
- 1, most in Wayne, Pa
- Registered there that day
- 42 (people still on IAPD; an estimate)
- Share of that headcount
- 4.8%
- Succession by the destination
- none on the tape