DFX Intelligence
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Team lift-out
2 advisors left C••••• 3•• W•••••• L•• for G••••• R••• W••••• M••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John William Golden | Ocala, Fl | Jan 23, 2026 | Mar 17, 2026 |
| William Garrison Reed | Ocala, Fl | Jan 23, 2026 | Mar 17, 2026 |
The rule
- Registrations ended
- Jan 23, 2026
- Registered next
- Mar 17, 2026
- Branch state
- FL
- Cities
- 1, most in Ocala, Fl
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape