DFX Intelligence
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Team lift-out
8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Emily Nicole Ladow | Plantation, Fl | Jun 20, 2025 | Jun 18, 2025 |
| Jean Pierre Lemoine | Sunny Isles Beach, Fl | Jun 20, 2025 | Jun 18, 2025 |
| Maya Tzur | Plantation, Fl | Jun 20, 2025 | Jun 18, 2025 |
| William Kaiser Fischer | Davie, Fl | Jun 20, 2025 | Jun 19, 2025 |
| Joshua W Styler-Tracy | Jacksonville, Fl | Jul 1, 2025 | Jul 18, 2025 |
| David Stoler | Sunny Isles, Fl | Jul 8, 2025 | Jul 2, 2025 |
| Christian Aguilar Coronado | Miami, Fl | Jul 14, 2025 | Jul 17, 2025 |
| Lee Wells | Delray Beach, Fl | Jul 15, 2025 | Jul 11, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Jun 20, 2025 to Jul 15, 2025
- Registered next
- Jun 18, 2025 to Jul 18, 2025
- Branch state
- FL
- Cities
- 7, most in Plantation, Fl
- Registered there that day
- 24,438 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape