DFX Intelligence
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Team lift-out
4 advisors left U•• F•••••••• S••••••• I••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Morgan Rathbun | Winter Haven, Fl | Mar 13, 2026 | Mar 4, 2026 |
| Joseph William Kolad | Winter Haven, Fl | Mar 13, 2026 | Mar 5, 2026 |
| Lesley Nicole Rathbun | Winter Haven, Fl | Mar 13, 2026 | Mar 4, 2026 |
The rule
- Registrations ended
- Mar 13, 2026
- Registered next
- Mar 4, 2026 to Mar 5, 2026
- Branch state
- FL
- Cities
- 1, most in Winter Haven, Fl
- Registered there that day
- 9,237 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape