DFX Intelligence
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Team lift-out
2 advisors left S•••••• S••••••••• I••• for W•••• F•••• A•••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Dean Parks | Largo, Fl | Nov 18, 2025 | Nov 17, 2025 |
| Keith William Garner | Tampa, Fl | Nov 18, 2025 | Nov 17, 2025 |
The rule
- Registrations ended
- Nov 18, 2025
- Registered next
- Nov 17, 2025
- Branch state
- FL
- Cities
- 2, most in Tampa, Fl
- Registered there that day
- 175 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape