DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for T••••••••• W••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lonnie Gordon Ogulnick | Miami, Fl | Dec 8, 2025 | Dec 11, 2025 |
| Tyler Nicholas Broek | Miami, Fl | Dec 22, 2025 | Dec 18, 2025 |
The rule
- Registrations ended
- Dec 8, 2025 to Dec 22, 2025
- Registered next
- Dec 11, 2025 to Dec 18, 2025
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 7,877 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape