DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for B••• M••• T•••• A•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Sep 3, 2025 to Sep 16, 2025
- Registered next
- Sep 4, 2025 to Oct 9, 2025
- Branch state
- PA
- Cities
- 2, most in Drexel Hill, Pa
- Registered there that day
- 3,363 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape