DFX Intelligence
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Team lift-out
2 advisors left G••••• W••••• M••••••••• I••••••••• A•••••••• I••• for I••••• P••••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amber Marion Kelly | Fort Lauderdale, Fl | Feb 24, 2026 | Mar 16, 2026 |
| Kyle Garrett Kelly | Fort Lauderdale, Fl | Feb 24, 2026 | Mar 11, 2026 |
The rule
- Registrations ended
- Feb 24, 2026
- Registered next
- Mar 11, 2026 to Mar 16, 2026
- Branch state
- FL
- Cities
- 1, most in Fort Lauderdale, Fl
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape