DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Edward Burgard | Palm Beach Gardens, Fl | Mar 6, 2025 | Feb 24, 2025 |
| Justin Joseph Lotano | Palm Beach Gardens, Fl | Mar 6, 2025 | Feb 24, 2025 |
The rule
- Registrations ended
- Mar 6, 2025
- Registered next
- Feb 24, 2025
- Branch state
- FL
- Cities
- 1, most in Palm Beach Gardens, Fl
- Registered there that day
- 3,076 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape