DFX Intelligence
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Team lift-out
2 advisors left U••• P•••••• W•••••• L•• for 1••• W•••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dalton Jacob Helvey | Palm Beach Gardens, Fl | Aug 28, 2026 | Aug 6, 2026 |
| Steven Michael Snowden | Palm Beach Gardens, Fl | Aug 28, 2026 | Aug 6, 2026 |
The rule
- Registrations ended
- Aug 28, 2026
- Registered next
- Aug 6, 2026
- Branch state
- FL
- Cities
- 1, most in Palm Beach Gardens, Fl
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape