DFX Intelligence

RIA 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

6 advisors left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian StraubPompano Beach, FlApr 16, 2026Jan 1, 2025
Kimberly Ann ShepherdSt Petersburg, FlApr 29, 2026May 12, 2026
Marlies SchubigerOrlando, FlMay 4, 2026May 4, 2026
Rene Alberto NaranjoWinter Garden, FlMay 4, 2026May 4, 2026
Tyson Ronald SmithOrlando, FlMay 4, 2026May 4, 2026
Tyson Ronald SmithOrlando, FlMay 4, 2026May 6, 2026
The rule
Registrations ended
Apr 16, 2026 to May 4, 2026
Registered next
Jan 1, 2025 to May 12, 2026
Branch state
FL
Cities
4, most in Orlando, Fl
Registered there that day
5,569 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• • A••••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••