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 E••••••• W•••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Jordan Schumbacker | Sarasota, Fl | Apr 10, 2026 | Aug 20, 2026 |
| Jason Erik Stephens | Naples, Fl | Apr 10, 2026 | Apr 6, 2026 |
| Michael James Lundon | Naples, Fl | Apr 10, 2026 | Apr 6, 2026 |
| Michael Hodges Heiser | Naples, Fl | Apr 13, 2026 | Jul 28, 2026 |
| Tyler Stephens | Naples, Fl | Apr 24, 2026 | Jul 23, 2026 |
The rule
- Registrations ended
- Apr 10, 2026 to Apr 24, 2026
- Registered next
- Apr 6, 2026 to Aug 20, 2026
- Branch state
- FL
- Cities
- 2, most in Naples, Fl
- Registered there that day
- 9,261 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape