DFX Intelligence
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Team lift-out
2 advisors left S•••••• N••••••• • C••••••• I••••••••• for W•••••• B•••• • C•••••• L•••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Jay Jefferis | Fort Myers, Fl | Jan 23, 2026 | Feb 20, 2026 |
| Julie Jefferis Abdo | Fort Myers, Fl | Jan 29, 2026 | Jan 26, 2026 |
The rule
- Registrations ended
- Jan 23, 2026 to Jan 29, 2026
- Registered next
- Jan 26, 2026 to Feb 20, 2026
- Branch state
- FL
- Cities
- 1, most in Fort Myers, Fl
- Registered there that day
- 3,284 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape