DFX Intelligence

RIA Intelligence

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Team lift-out

12 advisors left U•• F•••••••• S••••••• I••• for C•••••• A•••• M••••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexandre Martins SantosTampa, FlSep 3, 2026Aug 26, 2026
Christine S SlobothBoca Raton, FlSep 3, 2026Aug 26, 2026
Ettore D VentriceBoca Raton, FlSep 3, 2026Aug 26, 2026
Evan Lee BlakeLake Worth, FlSep 3, 2026Aug 27, 2026
Michael Allen BoberBoca Raton, FlSep 3, 2026Aug 25, 2026
Veronica MartinezBoca Raton, FlSep 3, 2026Sep 4, 2026
Michael Sean MacdonaldBoca Raton, FlSep 4, 2026Aug 25, 2026
Sarah Danielle PonczekDelray Beach, FlSep 4, 2026Aug 25, 2026
William Stuart MarinoBoca Raton, FlSep 4, 2026Aug 25, 2026
Andrea Giulio ItemCoral Springs, FlSep 9, 2026Aug 26, 2026
Amanda Rose GordonBoca Raton, FlSep 14, 2026Sep 8, 2026
Zachary Joseph VentriceFt Lauderdale, FlSep 15, 2026Sep 3, 2026
The rule
Registrations ended
Sep 3, 2026 to Sep 15, 2026
Registered next
Aug 25, 2026 to Sep 8, 2026
Branch state
FL
Cities
6, most in Boca Raton, Fl
Registered there that day
9,333 (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 C•••••• A•••• M••••••••• L••