DFX Intelligence
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Team lift-out
4 advisors left R••••• W• B•••• • C•• I••••••••• for R•••••• J•••• • A••••••••• I•••
mixed wealthtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Jesse Koble | Pittsburgh Wexford, Pa | Jun 23, 2026 | Jun 16, 2026 |
| Cassidy Joy Carlson | Pittsburgh Wexford, Pa | Jun 23, 2026 | Jun 16, 2026 |
| Kenneth Allen Breaden | Pittsburgh Wexford, Pa | Jun 23, 2026 | Jun 16, 2026 |
| Kurt Edwin Carlson | Mars, Pa | Jun 23, 2026 | Jun 16, 2026 |
The rule
- Registrations ended
- Jun 23, 2026
- Registered next
- Jun 16, 2026
- Branch state
- PA
- Cities
- 2, most in Pittsburgh Wexford, Pa
- Registered there that day
- 2,583 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.