DFX Intelligence
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Team lift-out
2 advisors left S•• A•••• A•••• A••••••• for A••••• P•••••• W•••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alex Lee | Boca Raton, Fl | Feb 20, 2024 | Nov 14, 2025 |
| John Entenberg | Boca Raton, Fl | Feb 20, 2024 | Aug 31, 2026 |
The rule
- Registrations ended
- Feb 20, 2024
- Registered next
- Nov 14, 2025 to Aug 31, 2026
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape