DFX Intelligence
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Team lift-out
2 advisors left S••••••• I••••••••• G••••• L•• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Joseph Sullivan | Delray Beach, Fl | Nov 17, 2025 | Jan 12, 2026 |
| Craig Harold Sullivan | Delray Beach, Fl | Nov 17, 2025 | Jul 1, 2025 |
The rule
- Registrations ended
- Nov 17, 2025
- Registered next
- Jul 1, 2025 to Jan 12, 2026
- Branch state
- FL
- Cities
- 1, most in Delray Beach, Fl
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape