DFX Intelligence
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Team lift-out
3 advisors left B•• W••••• A•••••••• L•• for A••••••• E••• P•••••• W••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffery T Albaneze | Jacksonville, Fl | Sep 25, 2023 | Dec 18, 2025 |
| Kaitlyn Pandzik Weatherly | Jacksonville, Fl | Sep 25, 2023 | Jan 1, 2026 |
| Matthew Boyd Cochran | Jacksonville, Fl | Sep 25, 2023 | Dec 19, 2025 |
The rule
- Registrations ended
- Sep 25, 2023
- Registered next
- Dec 18, 2025 to Jan 1, 2026
- Branch state
- FL
- Cities
- 1, most in Jacksonville, Fl
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape