DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for S••••••••• P•••••• C•••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kim M Orsi | West Palm Beach, Fl | Sep 1, 2025 | Sep 19, 2025 |
| Robert C Scarborough | West Palm Beach, Fl | Sep 3, 2025 | Sep 9, 2025 |
The rule
- Registrations ended
- Sep 1, 2025 to Sep 3, 2025
- Registered next
- Sep 9, 2025 to Sep 19, 2025
- Branch state
- FL
- Cities
- 1, most in West Palm Beach, Fl
- Registered there that day
- 21,731 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape