DFX Intelligence
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Team lift-out
3 advisors left C••••• A••••••• L•• for S•••••• I••••••••• M••••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Thomas Theodore Gerardi | The Villages, Fl | Dec 12, 2019 | Aug 29, 2025 |
| Jimmy Dale Greene | Maitland, Fl | Dec 19, 2019 | Sep 18, 2025 |
| Carrie Boliek Letsinger | The Villages, Fl | Dec 26, 2019 | Aug 28, 2025 |
The rule
- Registrations ended
- Dec 12, 2019 to Dec 26, 2019
- Registered next
- Aug 28, 2025 to Sep 18, 2025
- Branch state
- FL
- Cities
- 2, most in The Villages, Fl
- Registered there that day
- 270 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape