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
3 advisors left E•••••• F•••••••• P••••••• A•• W••••• M••••••••• for F••••• I•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ethan Elliott Maclean | St Petersburg, Fl | Apr 27, 2026 | Jun 11, 2026 |
| Kevin Lee Howe | St Petersburg, Fl | May 5, 2026 | Jun 10, 2026 |
| Cole Peterlin | St Petersburg, Fl | May 11, 2026 | Aug 17, 2026 |
The rule
- Registrations ended
- Apr 27, 2026 to May 11, 2026
- Registered next
- Jun 10, 2026 to Aug 17, 2026
- Branch state
- FL
- Cities
- 1, most in St Petersburg, Fl
- Registered there that day
- 35 (people still on IAPD; an estimate)
- Share of that headcount
- 8.6%
- Succession by the destination
- none on the tape