DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Ira Gronner | Boca Raton, Fl | Mar 5, 2025 | Mar 3, 2025 |
| Peter Leonard Disanza | Jupiter, Fl | Mar 5, 2025 | Mar 3, 2025 |
| Sasha Kiel | Boca Raton, Fl | Mar 5, 2025 | Feb 28, 2025 |
| Karen Beth Shane | Boca Raton, Fl | Mar 18, 2025 | Mar 13, 2025 |
The rule
- Registrations ended
- Mar 5, 2025 to Mar 18, 2025
- Registered next
- Feb 28, 2025 to Mar 13, 2025
- Branch state
- FL
- Cities
- 2, most in Boca Raton, Fl
- Registered there that day
- 13,737 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape