DFX Intelligence
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Team lift-out
4 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 29, 2025 to Aug 7, 2025
- Registered next
- Apr 29, 2014 to Jan 29, 2024
- Branch state
- PA
- Cities
- 3, most in Bethlehem, Pa
- Registered there that day
- 909 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape