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
2 advisors left Q• W••••• M••••••••• L•• for S• C•••••• M•••••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Simon Kauppila | Boca Raton, Fl | Mar 6, 2026 | Aug 12, 2026 |
| Aleco A Savvas | Boca Raton, Fl | Mar 11, 2026 | Aug 12, 2026 |
The rule
- Registrations ended
- Mar 6, 2026 to Mar 11, 2026
- Registered next
- Aug 12, 2026
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape