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
5 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Ly | Ponte Vedra, Fl | Jul 22, 2025 | Jul 11, 2025 |
| Roy Tonning | Ponte Vedra, Fl | Jul 22, 2025 | Jul 11, 2025 |
| Scott Mayer | Ponte Vedra, Fl | Jul 22, 2025 | Jul 11, 2025 |
| Viktoriya Rudometkin | Ponte Vedra, Fl | Jul 22, 2025 | Jul 11, 2025 |
| Ana - Gernhardt-Diaz | Coral Gables, Fl | Jul 23, 2025 | Jul 25, 2025 |
The rule
- Registrations ended
- Jul 22, 2025 to Jul 23, 2025
- Registered next
- Jul 11, 2025 to Jul 25, 2025
- Branch state
- FL
- Cities
- 2, most in Ponte Vedra, Fl
- Registered there that day
- 9,094 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape