DFX Intelligence
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Team lift-out
2 advisors left L•• E••••••••• L•• for F••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Caleb M Craig | Tampa, Fl | Dec 24, 2025 | Feb 12, 2026 |
| James Dean Ramirez | Miami, Fl | Dec 24, 2025 | Feb 20, 2026 |
The rule
- Registrations ended
- Dec 24, 2025
- Registered next
- Feb 12, 2026 to Feb 20, 2026
- Branch state
- FL
- Cities
- 2, most in Miami, Fl
- Registered there that day
- 2,816 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape