DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left E••••• J•••• for O•••• W•••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy Wilmes | Palm Beach Gardens, Fl | Aug 7, 2025 | Aug 7, 2025 |
| James Levin | Venice, Fl | Aug 18, 2025 | Aug 18, 2025 |
The rule
- Registrations ended
- Aug 7, 2025 to Aug 18, 2025
- Registered next
- Aug 7, 2025 to Aug 18, 2025
- Branch state
- FL
- Cities
- 2, most in Palm Beach Gardens, Fl
- Registered there that day
- 22,500 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape