DFX Intelligence
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Team lift-out
2 advisors left R••••••••• C•••••• M••••••••• I•• for E•••••••• P•••• W••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark William Ross | Jacksonville, Fl | Jul 10, 2026 | Jun 17, 2026 |
| Scott C Wohlers | Jacksonville, Fl | Jul 10, 2026 | Jun 17, 2026 |
The rule
- Registrations ended
- Jul 10, 2026
- Registered next
- Jun 17, 2026
- Branch state
- FL
- Cities
- 1, most in Jacksonville, Fl
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape