Reading the graph
U•• F•••••••• S••••••• I••• · firm
computed from facts with a stated formula and window
4 advisors left U•• F•••••••• S••••••• I••• (New York, NY) for S•••••• P••••••• I••••••••• A•••••••• L•• on the same day
Why now: Dated 2026-06-16 (filing); first seen by DFX 2026-09-15.
Buyer classes for this family: RIA aggregators, Advisor recruiters, Custodians, RIA principals.
a same-day team move names the losing and gaining firm; recruiters, custodians and aggregators act on it within days. Evidence class: derived; source IAPD individual compilation feed (every investment adviser representative, daily).
DFX product: Advisor Recruiting Intelligence
the registrations are a re-registration under a renamed firm
Dated 2026-09-20 (filing); first seen by DFX 2026-09-21.
Rank 40.5: consequence 2, commercial 5, timeliness 3, novelty 5, confidence 4, magnitude 0, affected 2, actionability 3
Family ria.team_lift_out · public · computed today
Dated 2026-09-18 (filing); first seen by DFX 2026-09-19.
Dated 2026-09-18 (filing); first seen by DFX 2026-09-19.
Dated 2026-09-18 (filing); first seen by DFX 2026-09-19.
Dated 2026-09-18 (filing); first seen by DFX 2026-09-19.
Dated 2026-09-17 (filing); first seen by DFX 2026-09-19.