DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left S•• I••••••••• A•••••••• I••• for T••••••••• W••••• M•••••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Craig Ashby ConnollySan Diego, CaOct 17, 2024Sep 18, 2024
Daniel Adair MorrisSan Diego, CaOct 17, 2024Sep 16, 2024
Phillip Joseph PalmerSan Diego, CaOct 17, 2024Sep 18, 2024
Randall Clifford BarnesSan Diego, CaOct 17, 2024Sep 18, 2024
George GadzikSan Diego, CaOct 18, 2024Sep 16, 2024
Bruce J BryceSan Diego, CaOct 21, 2024Sep 18, 2024
The rule
Registrations ended
Oct 17, 2024 to Oct 18, 2024
Registered next
Sep 16, 2024 to Sep 18, 2024
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
97 (people still on IAPD; an estimate)
Share of that headcount
4.1%
Succession by the destination
none on the tape
Other teams out of S•• I••••••••• A•••••••• I•••Other teams into T••••••••• W••••• M•••••••••