DFX Intelligence
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Team lift-out
4 advisors left E•••••••• M••• A•••• M••••••••• L•• for A• W••••• M••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 15, 2025
- Registered next
- May 14, 2025 to May 15, 2025
- Branch state
- PA
- Cities
- 3, most in Monroeville, Pa
- Registered there that day
- 74 (people still on IAPD; an estimate)
- Share of that headcount
- 5.4%
- Succession by the destination
- none on the tape