DFX Intelligence
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Team lift-out
2 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Lane Puckett Underwood | Ponte Vedra, Fl | Sep 8, 2025 | Mar 2, 2022 |
| Sisse Sy Ferguson-Torok | Orlando, Fl | Sep 8, 2025 | Jun 14, 2022 |
The rule
- Registrations ended
- Sep 8, 2025
- Registered next
- Mar 2, 2022 to Jun 14, 2022
- Branch state
- FL
- Cities
- 2, most in Wesley Chapel, Fl
- Registered there that day
- 904 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape