DFX Intelligence
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Team lift-out
5 advisors left O•••• W•••••• I••• for B••• H•••••• E•••••• I•••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Joseph Abel | Ponte Vedra Beach, Fl | May 21, 2026 | May 28, 2026 |
| Granville Joseph Knowles | Ponte Vedra Beach, Fl | May 21, 2026 | May 29, 2026 |
| Paul Murdock Green | Ponte Vedra Beach, Fl | May 21, 2026 | Jun 3, 2026 |
| Reagan David Wright | Ponte Vedra Beach, Fl | May 21, 2026 | May 29, 2026 |
| Jeffrey Cohen Hartman | Ponte Vedra Beach, Fl | May 22, 2026 | May 28, 2026 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- May 21, 2026 to May 22, 2026
- Registered next
- May 28, 2026 to Jun 3, 2026
- Branch state
- FL
- Cities
- 1, most in Ponte Vedra Beach, Fl
- Registered there that day
- 7,984 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape