DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christy Ruth Turner | Maitland, Fl | Nov 4, 2025 | Oct 10, 2025 |
| David Willis | Boca Raton, Fl | Nov 5, 2025 | Oct 31, 2025 |
| Tyler Gunderson | Boca Raton, Fl | Nov 5, 2025 | Oct 31, 2025 |
| Vincent Frank Gerardi | Boca Raton, Fl | Nov 5, 2025 | Oct 31, 2025 |
| Richard Morgenstern | Boynton Beach, Fl | Nov 13, 2025 | Nov 3, 2025 |
The rule
- Registrations ended
- Nov 4, 2025 to Nov 13, 2025
- Registered next
- Oct 10, 2025 to Nov 3, 2025
- Branch state
- FL
- Cities
- 3, most in Boca Raton, Fl
- Registered there that day
- 13,917 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape