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
6 advisors left T••••• A••••••• S•••••••• I••• for C•••••••
BD affiliatedtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Schaefer | Tampa, Fl | Apr 17, 2026 | Jun 24, 2026 |
| Patricia Pichardo | Tampa, Fl | Apr 17, 2026 | Jun 1, 2026 |
| Christopher Neuner | Tampa, Fl | Apr 20, 2026 | Jun 1, 2026 |
| Jennifer Beth Williams | Tampa, Fl | Apr 20, 2026 | Apr 19, 2026 |
| Kory David Lee | Sarasota, Fl | Apr 20, 2026 | Apr 19, 2026 |
| Steven Craig Newcomb | Tampa, Fl | Apr 20, 2026 | Jun 8, 2026 |
The rule
- Registrations ended
- Apr 17, 2026 to Apr 20, 2026
- Registered next
- Apr 19, 2026 to Jun 24, 2026
- Branch state
- FL
- Cities
- 2, most in Tampa, Fl
- Registered there that day
- 1,948 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape