DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for R•••••• J•••• • A••••••••• I•••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Thomas Wolters | St Petersburg, Fl | Aug 22, 2025 | Oct 3, 2025 |
| Ana Maria Wagner | St Petersburg, Fl | Sep 4, 2025 | Aug 15, 2024 |
The rule
- Registrations ended
- Aug 22, 2025 to Sep 4, 2025
- Registered next
- Aug 15, 2024 to Oct 3, 2025
- Branch state
- FL
- Cities
- 1, most in St Petersburg, Fl
- Registered there that day
- 5,952 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape