DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for M••••• G••••• A••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nadia Kathleen Keric | Naples, Fl | Aug 1, 2025 | Aug 6, 2025 |
| Thomas Lee Lamacchio | Naples, Fl | Aug 1, 2025 | Aug 1, 2025 |
| Keith Thomas Embree | Naples, Fl | Aug 4, 2025 | Aug 6, 2025 |
The rule
- Registrations ended
- Aug 1, 2025 to Aug 4, 2025
- Registered next
- Aug 1, 2025 to Aug 6, 2025
- Branch state
- FL
- Cities
- 1, most in Naples, Fl
- Registered there that day
- 5,870 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape