DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left C••••••••• F•••••••• N•••••• for M•••••• I•••••••••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Edith Grant MeyerWexford, PaOct 1, 2025Oct 1, 2025
Brian Andrew HillWexford, PaOct 2, 2025Oct 1, 2025
Edward Charles SchoebWexford, PaOct 2, 2025Oct 1, 2025
Robert Roger MalcolmCarnegie, PaOct 2, 2025Oct 1, 2025
Will Henry MeyerCarnegie, PaOct 2, 2025Oct 1, 2025
The rule
Registrations ended
Oct 1, 2025 to Oct 2, 2025
Registered next
Oct 1, 2025
Branch state
PA
Cities
2, most in Carnegie, Pa
Registered there that day
3,305 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into M•••••• I•••••••••