DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left C••••• I••••••••• A••••••• L•• for G••••• W••••• M•••••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Trey Robert Lee GeversIssaquah, WaFeb 6, 2026Feb 2, 2026
William Robert GeversIssaquah, WaFeb 6, 2026Feb 2, 2026
Garrett Joseph GrigasIssaquah, WaFeb 13, 2026Feb 2, 2026
The rule
Registrations ended
Feb 6, 2026 to Feb 13, 2026
Registered next
Feb 2, 2026
Branch state
WA
Cities
1, most in Issaquah, Wa
Registered there that day
10,110 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into G••••• W••••• M•••••••••