DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for F••••• I•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathon P Witte | Wesley Chapel, Fl | Feb 7, 2025 | Apr 15, 2025 |
| Gabriel A Coughlin | Aventura, Fl | Feb 10, 2025 | May 12, 2026 |
The rule
- Registrations ended
- Feb 7, 2025 to Feb 10, 2025
- Registered next
- Apr 15, 2025 to May 12, 2026
- Branch state
- FL
- Cities
- 2, most in Wesley Chapel, Fl
- Registered there that day
- 20,995 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape