DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for U•• F•••••••• S••••••• I•••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Porter | Sarasota, Fl | Nov 10, 2025 | Nov 5, 2025 |
| Cassandra D Scalia | Palm Beach Gardens, Fl | Nov 12, 2025 | Feb 25, 2026 |
The rule
- Registrations ended
- Nov 10, 2025 to Nov 12, 2025
- Registered next
- Nov 5, 2025 to Feb 25, 2026
- Branch state
- FL
- Cities
- 2, most in Palm Harbor, Fl
- Registered there that day
- 22,054 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape