DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left T••••• A••••••• S•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brent Andrew DetweilerWest Melbourne, FlMar 31, 2026Mar 30, 2026
Phillip George MargyIndian Harbour Beach, FlMar 31, 2026Mar 31, 2026
Richard James KnightIndian Harbour Beach, FlMar 31, 2026Mar 30, 2026
The rule
Registrations ended
Mar 31, 2026
Registered next
Mar 30, 2026 to Mar 31, 2026
Branch state
FL
Cities
2, most in Indian Harbour Beach, Fl
Registered there that day
1,942 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of T••••• A••••••• S•••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••