DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• A•••• M••••••••• ••••••••• L•• for U•• F•••••••• S••••••• I•••

mixed wealthtowirehouseRIA to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Carl AndersenNew York, NyApr 1, 2026Apr 1, 2026
David KellyNew York, NyApr 1, 2026Apr 1, 2026
Edward EcclesNew York, NyApr 1, 2026Apr 1, 2026
Eileen WongNew York, NyApr 1, 2026Apr 1, 2026
The rule
Registrations ended
Apr 1, 2026
Registered next
Apr 1, 2026
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
31 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape
Other teams out of U•• A•••• M••••••••• ••••••••• L••Other teams into U•• F•••••••• S••••••• I•••