DFX Intelligence
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Team lift-out
6 advisors left S••••••• E••••• M••••••••• L•• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Dopking Neal | Tampa, Fl | Jan 28, 2026 | Feb 24, 2026 |
| Heather Wagner Perry | Tampa, Fl | Jan 28, 2026 | Mar 2, 2026 |
| Jeffrey Byron Strouse | Tampa, Fl | Jan 28, 2026 | Feb 27, 2026 |
| Robin Lynn Cook | Tampa, Fl | Jan 28, 2026 | Mar 2, 2026 |
| Terri Lynn Ritchie | Tampa, Fl | Jan 28, 2026 | Mar 2, 2026 |
| Thomas Patrick Reynolds | Tampa, Fl | Jan 28, 2026 | Feb 11, 2026 |
The ruleHow a team is typedA 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.
- Registrations ended
- Jan 28, 2026
- Registered next
- Feb 11, 2026 to Mar 2, 2026
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape