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
3 advisors left F•••••• F•••••••• A•••••••• L•• for F••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Schneider | Tampa, Fl | Sep 30, 2025 | Dec 10, 2025 |
| Arianna Dacey Pels | Tampa, Fl | Oct 14, 2025 | Sep 22, 2025 |
| James Francis Sherlock | Tampa, Fl | Oct 14, 2025 | Aug 26, 2026 |
The rule
- Registrations ended
- Sep 30, 2025 to Oct 14, 2025
- Registered next
- Sep 22, 2025 to Aug 26, 2026
- Branch state
- FL
- Cities
- 1, most in Tampa, Fl
- Registered there that day
- 512 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape