DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Carmen RiveraOrlando, FlJan 27, 2026Jan 16, 2026
Martha Stricklin PrestinOrlando, FlJan 27, 2026Jan 20, 2026
Robert WhittingtonOrlando, FlJan 27, 2026Jan 20, 2026
Thomas J. ClearyOrlando, FlJan 27, 2026Jan 20, 2026
The rule
Registrations ended
Jan 27, 2026
Registered next
Jan 16, 2026 to Jan 20, 2026
Branch state
FL
Cities
1, most in Orlando, Fl
Registered there that day
9,187 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into M••••• S••••••