DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for O•••••• C•••••••• A•••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Durene Michele Helbling | Tallahassee, Fl | Sep 24, 2025 | Oct 14, 2025 |
| Andrew Patrick O'Connell | Saint Augustine, Fl | Sep 26, 2025 | Sep 25, 2025 |
| Bart Anthony Speziali | Jacksonville, Fl | Sep 26, 2025 | Sep 24, 2025 |
| Kimberly Comiskey Gardner | Jacksonville, Fl | Sep 26, 2025 | Oct 7, 2025 |
| Gary Michael Askew | Jacksonville, Fl | Oct 2, 2025 | Sep 29, 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
- Sep 24, 2025 to Oct 2, 2025
- Registered next
- Sep 24, 2025 to Oct 14, 2025
- Branch state
- FL
- Cities
- 3, most in Jacksonville, Fl
- Registered there that day
- 24,642 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape