DFX Intelligence
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Team lift-out
8 advisors left U•• F•••••••• S••••••• I••• for S•••••••• A•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Irwin Todd | Fort Myers, Fl | May 20, 2025 | May 9, 2025 |
| John James Petracco | Key West, Fl | May 20, 2025 | May 13, 2025 |
| John Timothy Mcgee II | Fort Myers, Fl | May 20, 2025 | May 9, 2025 |
| Nancy Carol Powell | Bonita Springs, Fl | May 20, 2025 | May 9, 2025 |
| Thomas L Burt | Fort Myers, Fl | May 20, 2025 | May 9, 2025 |
| Rebecca Rose Pyburn | Fort Myers, Fl | Jun 2, 2025 | May 9, 2025 |
| Jennifer M Woods | Cape Coral, Fl | Jun 13, 2025 | May 13, 2025 |
| Melanie Rose Woods | Fort Myers, Fl | Jun 13, 2025 | May 9, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- May 20, 2025 to Jun 13, 2025
- Registered next
- May 9, 2025 to May 13, 2025
- Branch state
- FL
- Cities
- 4, most in Fort Myers, Fl
- Registered there that day
- 9,107 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape