DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• G••••• L•• for M•• I•••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Kistler Jones | Clearwater, Fl | Aug 29, 2025 | Sep 8, 2025 |
| Shawn Thomas Higginbotham | Clearwater, Fl | Aug 29, 2025 | Oct 1, 2025 |
The rule
- Registrations ended
- Aug 29, 2025
- Registered next
- Sep 8, 2025 to Oct 1, 2025
- Branch state
- FL
- Cities
- 1, most in Clearwater, Fl
- Registered there that day
- 66 (people still on IAPD; an estimate)
- Share of that headcount
- 3.0%
- Succession by the destination
- none on the tape