DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left U•• F•••••••• S••••••• I••• for E•••••••• P•••• W••••• P•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew James PlumWest Palm Beach, FlOct 1, 2025Sep 19, 2025
Codie Jean AllenLake Worth, FlOct 1, 2025Sep 25, 2025
Kathleen Caton BurkeNorth Palm Beach, FlOct 1, 2025Sep 29, 2025
Taylor Brandon MarshPalm City, FlOct 1, 2025Sep 19, 2025
Thomas CullenWest Palm Beach, FlOct 1, 2025Sep 19, 2025
The rule
Registrations ended
Oct 1, 2025
Registered next
Sep 19, 2025 to Sep 29, 2025
Branch state
FL
Cities
4, most in West Palm Beach, Fl
Registered there that day
9,079 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into E•••••••• P•••• W••••• P•••••••• L••