DFX Intelligence
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Team lift-out
2 advisors left D••••• W•••••• L•• for P•••••••• C•••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Scott Horn | Palm Beach Gardens, Fl | Jul 3, 2025 | May 29, 2025 |
| James Todd Lermitte | Palm Beach Gardens, Fl | Jul 3, 2025 | Jun 18, 2025 |
The rule
- Registrations ended
- Jul 3, 2025
- Registered next
- May 29, 2025 to Jun 18, 2025
- Branch state
- FL
- Cities
- 1, most in Palm Beach Gardens, Fl
- Registered there that day
- 50 (people still on IAPD; an estimate)
- Share of that headcount
- 4.0%
- Succession by the destination
- none on the tape