DFX Intelligence
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Team lift-out
4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C•••••• P•••••• W••••• A•••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Percival Williams | Boynton Beach, Fl | Mar 31, 2025 | Mar 6, 2025 |
| Laura Louise Amendola | Boca Raton, Fl | Mar 31, 2025 | Mar 17, 2025 |
| Leah Ronnell Van Welie | Port Charlotte, Fl | Mar 31, 2025 | Mar 5, 2025 |
| Shannon Cree Sapp | Sebring, Fl | Mar 31, 2025 | Mar 10, 2025 |
| Stephen Gerard Cook | Boca Raton, Fl | Mar 31, 2025 | Mar 6, 2025 |
The rule
- Registrations ended
- Mar 31, 2025
- Registered next
- Mar 5, 2025 to Mar 17, 2025
- Branch state
- FL
- Cities
- 3, most in Boca Raton, Fl
- Registered there that day
- 5,764 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape