DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left L•• F•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Carrie Ann LujanPort Charlotte, FlSep 11, 2025Sep 5, 2025
Jennifer S PolandSanta Rosa Beach, FlSep 11, 2025Sep 5, 2025
Michael Joseph ZitoSanta Rosa Beach, FlSep 11, 2025Sep 5, 2025
The rule
Registrations ended
Sep 11, 2025
Registered next
Sep 5, 2025
Branch state
FL
Cities
3, most in Santa Rosa Beach, Fl
Registered there that day
21,114 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••