DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for S••••••• P•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Taylor Rae Glad | Tampa, Fl | Sep 8, 2025 | Sep 9, 2025 |
| Brendan Michael Mcelroy | Tampa, Fl | Sep 11, 2025 | Sep 11, 2025 |
The rule
- Registrations ended
- Sep 8, 2025 to Sep 11, 2025
- Registered next
- Sep 9, 2025 to Sep 11, 2025
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 21,740 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape