DFX 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
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Michael Barry | Boca Raton, Fl | Feb 23, 2026 | Feb 23, 2026 |
| Michele Novoth | Boca Raton, Fl | Feb 23, 2026 | Feb 20, 2026 |
| Patricia Grace Barry | Boca Raton, Fl | Feb 23, 2026 | Feb 20, 2026 |
The rule
- Registrations ended
- Feb 23, 2026
- Registered next
- Feb 20, 2026 to Feb 23, 2026
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 24,915 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape