DFX Intelligence
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Team lift-out
8 advisors left C••••• A••••••• G••••• L•• for B•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Blair M Enfield | Clearwater, Fl | Mar 31, 2025 | May 1, 2025 |
| Christopher Allen Tipton | Clearwater, Fl | Mar 31, 2025 | Apr 24, 2025 |
| Christopher D Fay | Clearwater, Fl | Mar 31, 2025 | Apr 24, 2025 |
| George Wesley Hester | Clearwater, Fl | Mar 31, 2025 | Apr 1, 2025 |
| Jason Simpson Hester | Clearwater, Fl | Mar 31, 2025 | Jan 1, 2026 |
| Lindsey Pate Gresham | Clearwater, Fl | Mar 31, 2025 | Apr 1, 2025 |
| Stephen Cary Kinsley | Clearwater, Fl | Mar 31, 2025 | Apr 1, 2025 |
| Will K Knight | Clearwater, Fl | Mar 31, 2025 | Apr 24, 2025 |
| William August Kientz | Clearwater, Fl | Mar 31, 2025 | Apr 1, 2025 |
The rule
- Registrations ended
- Mar 31, 2025
- Registered next
- Apr 1, 2025 to Jan 1, 2026
- Branch state
- FL
- Cities
- 1, most in Clearwater, Fl
- Registered there that day
- 71 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape