DFX Intelligence
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Team lift-out
3 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sarah Elizabeth Scattergood | Fort Washington, Pa | Feb 13, 2026 | Mar 3, 2015 |
| Shawn Grant | Fort Washington, Pa | Feb 24, 2026 | Oct 12, 2021 |
| Tyler Kretschmar | Fort Washington, Pa | Feb 24, 2026 | Oct 4, 2024 |
The rule
- Registrations ended
- Feb 13, 2026 to Feb 24, 2026
- Registered next
- Mar 3, 2015 to Oct 4, 2024
- Branch state
- PA
- Cities
- 1, most in Fort Washington, Pa
- Registered there that day
- 898 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape