DFX Intelligence
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Team lift-out
2 advisors left S••••••• F•••• A••••••• for P••••••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rachael Lynn Schweiger | Portland, Or | Apr 1, 2025 | Feb 7, 2024 |
| Ronald Everett Wilkinson | Portland, Or | Apr 1, 2025 | Feb 9, 2024 |
The rule
- Registrations ended
- Apr 1, 2025
- Registered next
- Feb 7, 2024 to Feb 9, 2024
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- a succession within a year (Oct 16, 2025), not necessarily this firm