DFX Intelligence
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Team lift-out
4 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Arthur Tierney | Palm Beach Gardens, Fl | Mar 14, 2025 | May 20, 2016 |
| Timothy N Betts | Tallahassee, Fl | Mar 25, 2025 | Nov 3, 2023 |
| Benjamin B Welch | Palm Beach Gardens, Fl | Apr 1, 2025 | Jun 27, 2014 |
| David Geschke | Palm Beach Gardens, Fl | Apr 11, 2025 | Apr 16, 2024 |
The rule
- Registrations ended
- Mar 14, 2025 to Apr 7, 2025
- Registered next
- Jun 27, 2014 to Jan 2, 2024
- Branch state
- FL
- Cities
- 2, most in Palm Beach Gardens, Fl
- Registered there that day
- 903 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape