DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
17 advisors left C••••••••• F•••••••• N•••••• for G••••• R••••••••• P••••••• L••
national BDtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Angela Lisa Beidleman | Orefield, Pa | Oct 2, 2025 | Oct 1, 2025 |
| Brendan Patrick Speers | Ottsville, Pa | Oct 2, 2025 | Oct 1, 2025 |
| Collin Garrett Loesch | Marcus Hook, Pa | Oct 2, 2025 | Oct 1, 2025 |
| Ethan Pensak | Shavertown, Pa | Oct 2, 2025 | Oct 1, 2025 |
| Kevin Michael Donohue | West Chester, Pa | Oct 2, 2025 | Oct 2, 2025 |
| Lauren Nicole Marchese | Royersford, Pa | Oct 2, 2025 | Oct 1, 2025 |
| Matthew Ryan Kulp | Reading, Pa | Oct 2, 2025 | Oct 1, 2025 |
| Melissa Sara Gerhardt | Mertztown, Pa | Oct 2, 2025 | Oct 2, 2025 |
| Robert Paul Wermuth | West Chester, Pa | Oct 2, 2025 | Oct 1, 2025 |
| Jeffrey William Dye | West Chester, Pa | Oct 3, 2025 | Oct 1, 2025 |
| Jennifer Richards Hodson | Collegeville, Pa | Oct 3, 2025 | Oct 1, 2025 |
| Samuel Shober Stroud | West Chester, Pa | Oct 3, 2025 | Oct 1, 2025 |
| John Michael Pellosie | Allentown, Pa | Oct 6, 2025 | Oct 1, 2025 |
| Joseph John Freemont | Breinigsville, Pa | Oct 6, 2025 | Oct 1, 2025 |
| Justin Michael Ahner | Lehighton, Pa | Oct 6, 2025 | Oct 1, 2025 |
| Maggie Elizabeth Scally | West Chester, Pa | Oct 6, 2025 | Oct 1, 2025 |
| Natalie Pace | Horsham, Pa | Oct 6, 2025 | Oct 1, 2025 |
The rule
- Registrations ended
- Oct 2, 2025 to Oct 6, 2025
- Registered next
- Oct 1, 2025 to Oct 2, 2025
- Branch state
- PA
- Cities
- 13, most in West Chester, Pa
- Registered there that day
- 3,286 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape