DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left A•••••• A••••••• S••••••• for M•••••• W•••••

BD affiliatedtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Preston Blair SmithTulsa, OkJun 20, 2025Jun 27, 2025
Taylor GilpinTulsa, OkJun 20, 2025Jun 23, 2025
Trisha Joy RiemanPawnee, OkJun 20, 2025Jun 27, 2025
The rule
Registrations ended
Jun 20, 2025
Registered next
Jun 23, 2025 to Jun 27, 2025
Branch state
OK
Cities
2, most in Tulsa, Ok
Registered there that day
2,136 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of A•••••• A••••••• S•••••••Other teams into M•••••• W•••••