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 R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Melissa Hamilton | Pensacola, Fl | Jun 12, 2025 | Jun 9, 2025 |
| Manuel Alejandro Benitez | Naples, Fl | Jun 20, 2025 | Jun 18, 2025 |
| Michael Covey Davis | Naples, Fl | Jun 20, 2025 | Jun 18, 2025 |
The rule
- Registrations ended
- Jun 12, 2025 to Jun 20, 2025
- Registered next
- Jun 9, 2025 to Jun 18, 2025
- Branch state
- FL
- Cities
- 2, most in Naples, Fl
- Registered there that day
- 24,417 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape