DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for D•••••• W••••• P•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Emily Carolyn Rowe | Port St Lucie, Fl | Jun 25, 2025 | Jun 20, 2025 |
| Patrick Neal Strader | Sanibel, Fl | Jun 25, 2025 | Jun 25, 2025 |
| Steven Lawrence Rowe | Stuart, Fl | Jun 25, 2025 | Jul 7, 2025 |
The rule
- Registrations ended
- Jun 25, 2025
- Registered next
- Jun 20, 2025 to Jul 7, 2025
- Branch state
- FL
- Cities
- 3, most in Stuart, Fl
- Registered there that day
- 3,219 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape