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 |
|---|---|---|---|
| Gavin Detillier | Fort Washington, Pa | Jan 27, 2026 | Feb 1, 2023 |
| Jody Charles Detillier | Fort Washington, Pa | Jan 27, 2026 | Oct 17, 2014 |
| Lori Detillier Taylor | Fort Washington, Pa | Jan 27, 2026 | Jul 30, 2015 |
The rule
- Registrations ended
- Jan 27, 2026
- Registered next
- Oct 17, 2014 to Feb 1, 2023
- Branch state
- PA
- Cities
- 1, most in Fort Washington, Pa
- Registered there that day
- 906 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape