DFX Intelligence
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Team lift-out
2 advisors left P•••• W••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 17, 2025
- Registered next
- Jun 23, 2025 to Jul 11, 2025
- Branch state
- FL
- Cities
- 1, most in Windermere, 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