DFX Intelligence
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Team lift-out
2 advisors left E•••••••• A•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ethan Blatz | Bala Cynwyd, Pa | Aug 29, 2025 | Oct 15, 2025 |
| James Francis Welde | Bala Cynwyd, Pa | Sep 2, 2025 | Nov 13, 2025 |
The rule
- Registrations ended
- Aug 29, 2025 to Sep 2, 2025
- Registered next
- Oct 15, 2025 to Nov 13, 2025
- Branch state
- PA
- Cities
- 1, most in Bala Cynwyd, Pa
- Registered there that day
- 4,061 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape