DFX Intelligence
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Team lift-out
2 advisors left A•• F•••••••• A•••••••• L•• for B•••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Joseph Caufield | Rockledge, Fl | Aug 11, 2026 | Aug 19, 2026 |
| Trisha Bernardo Perez | Rockledge, Fl | Aug 11, 2026 | Aug 18, 2026 |
The rule
- Registrations ended
- Aug 11, 2026
- Registered next
- Aug 18, 2026 to Aug 19, 2026
- Branch state
- FL
- Cities
- 1, most in Rockledge, Fl
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape