DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Eugene Walters | West Palm Beach, Fl | May 21, 2025 | May 16, 2025 |
| Julie Lynn Rapp | Palm Beach Gardens, Fl | May 21, 2025 | May 16, 2025 |
| Patrick Anthony Hoene | Boynton Beach, Fl | May 21, 2025 | May 16, 2025 |
The rule
- Registrations ended
- May 21, 2025
- Registered next
- May 16, 2025
- Branch state
- FL
- Cities
- 3, most in West Palm Beach, Fl
- Registered there that day
- 13,756 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape