DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left T• R••• P•••• A••••••• S•••••••• I••• for E•••••• A••••••• G••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Kent ScherschelColorado Springs, CoMar 18, 2025Mar 23, 2026
Brian David SiererColorado Springs, CoMar 28, 2025Jul 24, 2025
Raena SwordColorado Springs, CoApr 2, 2025Apr 25, 2025
Adam SnyderColorado Springs, CoApr 14, 2025Jul 1, 2025
The rule
Registrations ended
Mar 18, 2025 to Apr 14, 2025
Registered next
Apr 25, 2025 to Mar 23, 2026
Branch state
CO
Cities
1, most in Colorado Springs, Co
Registered there that day
404 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of T• R••• P•••• A••••••• S•••••••• I•••Other teams into E•••••• A••••••• G••••• L••