DFX Intelligence
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Team lift-out
10 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Laboube | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
| Dakota J Dzula | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
| Daniel Riazzi | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
| Dawn Boyer | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
| Jodie Daniel | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
| Joseph Rhyne | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
| Megan Gray Sassone | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
| Patrick Clarkson Rhyne | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
| Patrick Riazzi | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
| Sterling Swaim | Winstonsalem, Nc | Apr 17, 2025 | Apr 3, 2025 |
The rule
- Registrations ended
- Apr 17, 2025
- Registered next
- Apr 3, 2025
- Branch state
- NC
- Cities
- 1, most in Winstonsalem, Nc
- Registered there that day
- 3,111 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape