DFX Intelligence
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Team lift-out
3 advisors left M••••••• F•••••••• G••••• I••• for H••••••• C••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Whittle Upchurch | St Augustine, Fl | Dec 18, 2024 | Dec 9, 2025 |
| John Davis Plaugher | Jacksonville, Fl | Dec 18, 2024 | Mar 12, 2025 |
The rule
- Registrations ended
- Dec 18, 2024
- Registered next
- Mar 12, 2025 to Dec 9, 2025
- Branch state
- FL
- Cities
- 2, most in Jacksonville, Fl
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 9.7%
- Succession by the destination
- none on the tape