DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left R•••••• J•••• • A••••••••• I••• for S•••••• P••••••• I••••••••• A•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brett A BladergroenStuart, FlFeb 3, 2026Feb 5, 2026
Claudia Louise HubbsSt Petersburg, FlFeb 3, 2026Feb 5, 2026
David LumStuart, FlFeb 3, 2026Feb 3, 2026
Druann CarterStuart, FlFeb 3, 2026Feb 5, 2026
Helen Laurel KnappStuart, FlFeb 3, 2026Feb 5, 2026
Joseph Sharpham JonesStuart, FlFeb 3, 2026Feb 6, 2026
Melissa LarsonStuart, FlFeb 3, 2026Feb 4, 2026
Michael Bernard PiazzaStuart, FlFeb 3, 2026Feb 3, 2026
Peter Francis AvondaStuart, FlFeb 3, 2026Feb 3, 2026
Peter Howard SilcoxStuart, FlFeb 3, 2026Feb 4, 2026
Theresa L McmastersStuart, FlFeb 3, 2026Feb 6, 2026
The rule
Registrations ended
Feb 3, 2026
Registered next
Feb 3, 2026 to Feb 6, 2026
Branch state
FL
Cities
1, most in Stuart, Fl
Registered there that day
5,536 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• • A••••••••• I•••Other teams into S•••••• P••••••• I••••••••• A•••••••• L••