DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left P••• S•••• P••••••• L•• for H••• W••••• A•••••••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Liy Di Lorenzo | Naples, Fl | Jul 24, 2026 | Jul 29, 2021 |
| Nicole Marie Jackmack | Naples, Fl | Jul 24, 2026 | Jul 15, 2021 |
The rule
- Registrations ended
- Jul 24, 2026
- Registered next
- Jul 15, 2021 to Jul 29, 2021
- Branch state
- FL
- Cities
- 1, most in Naples, Fl
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape