DFX Intelligence
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Team lift-out
2 advisors left D••• R••••• • A••••••••• for U••••• C•••••• F•••••••• A•••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julia Kay Whitley | Pensacola Beach, Fl | Mar 30, 2026 | Dec 3, 2025 |
| Richard Thomas Rivera | Pensacola Beach, Fl | Mar 30, 2026 | Dec 4, 2025 |
The rule
- Registrations ended
- Mar 30, 2026
- Registered next
- Dec 3, 2025 to Dec 4, 2025
- Branch state
- FL
- Cities
- 1, most in Pensacola Beach, Fl
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape