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 K••••• A••••••• S•••••••• L•• for P•••••• C••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Stephen Udell | Sarasota, Fl | Nov 19, 2025 | Nov 24, 2025 |
| Jeremy Eric Udell | Maitland, Fl | Nov 19, 2025 | Jan 23, 2026 |
The rule
- Registrations ended
- Nov 19, 2025
- Registered next
- Nov 24, 2025 to Jan 23, 2026
- Branch state
- FL
- Cities
- 2, most in Maitland, Fl
- Registered there that day
- 1,341 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape