DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left N•••••• A••••••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Courtney Nicole Doerfler | New Orleans, La | Nov 12, 2025 | Oct 23, 2025 |
| Kevin Michael Flynn | New Orleans, La | Nov 12, 2025 | Oct 23, 2025 |
| Randy Michael Penkwitz | New Orleans, La | Nov 12, 2025 | Oct 24, 2025 |
The rule
- Registrations ended
- Nov 12, 2025
- Registered next
- Oct 23, 2025 to Oct 24, 2025
- Branch state
- LA
- Cities
- 1, most in New Orleans, La
- Registered there that day
- 511 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape