DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left T••••• A••••••• S•••••••• I••• for R•••••• J•••• • A••••••••• I•••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Ryan HaffeyPalm Beach, FlJul 20, 2026Jul 15, 2026
Jack BoylandPalm Beach, FlJul 20, 2026Jul 15, 2026
Lance Sterling LongwaterPalm Beach, FlJul 20, 2026Jul 15, 2026
Traci Beth HavensPalm Beach, FlJul 20, 2026Jul 15, 2026
The rule
Registrations ended
Jul 20, 2026
Registered next
Jul 15, 2026
Branch state
FL
Cities
1, most in Palm Beach, Fl
Registered there that day
1,964 (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•••• • A••••••••• I•••