DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left W•••• F•••• A••••••• for A••• F•••••••• G••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon David PerlowScottsdale, AzFeb 7, 2023Jan 12, 2023
Lane Laron ReynoldsScottsdale, AzFeb 7, 2023Jan 12, 2023
Laurel Paige KutlerScottsdale, AzFeb 7, 2023Jan 12, 2023
Lawrence Van QuathemScottsdale, AzFeb 7, 2023Jan 12, 2023
Matthew Paul CherryScottsdale, AzFeb 7, 2023Jan 12, 2023
Peter EickelbergScottsdale, AzFeb 7, 2023Jan 12, 2023
The rule
Registrations ended
Feb 7, 2023
Registered next
Jan 12, 2023
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
2,089 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into A••• F•••••••• G••••• L••