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.
Channel change (one enterprise)
2 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••
Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessica Sabath | Palm Beach Gardens, Fl | May 14, 2026 | Jul 1, 2026 |
| Miguel Rodriguez | Miami, Fl | May 20, 2026 | Dec 20, 2019 |
The rule
- Registrations ended
- May 14, 2026 to May 20, 2026
- Registered next
- Dec 20, 2019 to Jul 1, 2026
- Branch state
- FL
- Cities
- 2, most in Palm Beach Gardens, Fl
- Registered there that day
- 14,392 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape