DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left L•••••• I••••••••• for C•••••• A•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Douglas Richard EvernhamPalm Beach Gardens, FlAug 21, 2026Jun 4, 2012
Robert William ShawPalm Beach Gardens, FlAug 21, 2026Jun 4, 2012
Stephanie Louise ShawPalm Beach Gardens, FlAug 21, 2026Dec 12, 2012
The rule
Registrations ended
Aug 21, 2026
Registered next
Jun 4, 2012 to Dec 12, 2012
Branch state
FL
Cities
1, 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
Other teams out of L•••••• I•••••••••Other teams into C•••••• A•••••••