DFX Intelligence
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Team lift-out
3 advisors left B••••••••• A•••• M••••••••• L•• for C••••••••• F•••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Abbey Gwin | Jupiter, Fl | Sep 2, 2025 | Aug 5, 2025 |
| Patrick D Sheelar | Jupiter, Fl | Sep 2, 2025 | Aug 5, 2025 |
| Trevor Cahill | Jupiter, Fl | Sep 2, 2025 | Aug 5, 2025 |
The rule
- Registrations ended
- Sep 2, 2025
- Registered next
- Aug 5, 2025
- Branch state
- FL
- Cities
- 1, most in Jupiter, Fl
- Registered there that day
- 69 (people still on IAPD; an estimate)
- Share of that headcount
- 4.3%
- Succession by the destination
- none on the tape