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 L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Sutton | Naples, Fl | Jun 20, 2025 | Aug 11, 2023 |
| Brandon Lee Hsia | Palm Beach Gardens, Fl | Jun 23, 2025 | Nov 21, 2017 |
| Kevin Sean Gallagher | Palm Beach Gardens, Fl | Jun 23, 2025 | Oct 21, 2014 |
The rule
- Registrations ended
- Jun 20, 2025 to Jun 23, 2025
- Registered next
- Oct 21, 2014 to Aug 11, 2023
- Branch state
- FL
- Cities
- 2, most in Palm Beach Gardens, Fl
- Registered there that day
- 913 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape