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
3 advisors left A••••••• S••••••• N•••••• for B••••••• W••••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Dec 23, 2025 to Jan 21, 2026
- Branch state
- FL
- Cities
- 2, most in Tampa, Fl
- Registered there that day
- 237 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape