DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left O••••••••• • C•• I••• for A••••••••• F•••••••• S•••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Michael LernerBoca Raton, FlOct 31, 2025Oct 28, 2025
Candia Rose Di TonnoBoca Raton, FlOct 31, 2025Oct 28, 2025
Charles Marc ShalmiBoca Raton, FlOct 31, 2025Oct 27, 2025
Dylan Zack ChappellBoca Raton, FlOct 31, 2025Oct 27, 2025
Hector Garcia AguilarBoca Raton, FlOct 31, 2025Oct 27, 2025
John James PescatoreBoca Raton, FlOct 31, 2025Oct 29, 2025
Joseph CianciottoBoca Raton, FlOct 31, 2025Oct 28, 2025
Kevin Allen KuharBoca Raton, FlOct 31, 2025Oct 27, 2025
Lance P RossFort Lauderdale, FlOct 31, 2025Oct 27, 2025
Logan ShalmiBoca Raton, FlOct 31, 2025Oct 28, 2025
Stephen Alan JaffeBoca Raton, FlOct 31, 2025Oct 28, 2025
The rule
Registrations ended
Oct 31, 2025
Registered next
Oct 27, 2025 to Oct 29, 2025
Branch state
FL
Cities
2, most in Boca Raton, Fl
Registered there that day
1,103 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of O••••••••• • C•• I•••Other teams into A••••••••• F•••••••• S•••••••• L••