DFX Intelligence
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Team lift-out
3 advisors left B••••••••• A•••• M••••••••• L•• for I••••••••• S•••••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Richard Shaver | Jupiter, Fl | Jan 6, 2025 | Jan 6, 2025 |
| Ronald J Waskow | Jupiter, Fl | Jan 6, 2025 | Jan 6, 2025 |
| Rohn Harrison Pierce | Jupiter, Fl | Jan 7, 2025 | Jan 8, 2025 |
The rule
- Registrations ended
- Jan 6, 2025 to Jan 7, 2025
- Registered next
- Jan 6, 2025 to Jan 8, 2025
- Branch state
- FL
- Cities
- 1, most in Jupiter, Fl
- Registered there that day
- 67 (people still on IAPD; an estimate)
- Share of that headcount
- 4.5%
- Succession by the destination
- none on the tape