DFX Intelligence
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Team lift-out
2 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julia Anne Soranno | Fort Washington, Pa | May 20, 2026 | Apr 23, 2021 |
| Periklis Kotsiopoulos | Fort Washington, Pa | May 28, 2026 | Jan 8, 2014 |
The rule
- Registrations ended
- May 20, 2026 to May 28, 2026
- Registered next
- Jan 8, 2014 to Apr 23, 2021
- Branch state
- PA
- Cities
- 2, most in Fort Washington, Pa
- Registered there that day
- 905 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape