DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

3 advisors left W•••• F•••• A••••••• for L••••••••• W••••• S••••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Karsten Jon CaviezelSumner, WaSep 21, 2022Sep 14, 2022
Kelly Roy CaviezelSumner, WaSep 21, 2022Sep 14, 2022
Megan Anne HayesGig Harbor, WaSep 21, 2022Sep 14, 2022
The rule
Registrations ended
Sep 21, 2022
Registered next
Sep 14, 2022
Branch state
WA
Cities
2, most in Sumner, Wa
Registered there that day
1,863 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into L••••••••• W••••• S••••••••• L••