DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for C••••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Andrew Hina | Philadelphia, Pa | Apr 8, 2025 | Mar 28, 2025 |
| Daniel Joseph Lesneski | Philadelphia, Pa | Apr 8, 2025 | Mar 28, 2025 |
The rule
- Registrations ended
- Apr 8, 2025
- Registered next
- Mar 28, 2025
- Branch state
- PA
- Cities
- 1, most in Philadelphia, Pa
- Registered there that day
- 9,128 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape