DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
John Jay MarvinPalm Beach Gardens, FlFeb 19, 2026Feb 11, 2026
Lauren Eva BergenPalm Beach Gardens, FlFeb 19, 2026Feb 11, 2026
Anthony Robert VitaglianoLongwood, FlFeb 20, 2026Feb 10, 2026
The rule
Registrations ended
Feb 19, 2026 to Feb 20, 2026
Registered next
Feb 10, 2026 to Feb 11, 2026
Branch state
FL
Cities
2, most in Palm Beach Gardens, Fl
Registered there that day
9,217 (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 W•••• F•••• A•••••••