DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left S••••••• P•••••• F••••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Louis NietoSan Diego, CaMay 15, 2025May 15, 2025
Alexander Paul ChinFremont, CaMay 15, 2025May 15, 2025
George H EliasSanta Rosa, CaMay 15, 2025May 15, 2025
Joe Neil HaywoodEl Segundo, CaMay 15, 2025May 15, 2025
Shanel Sarah DubiqueSan Diego, CaMay 15, 2025May 15, 2025
Shannon Renee IrwinVentura, CaMay 15, 2025May 15, 2025
Teresa Marie GarrettSan Diego, CaMay 15, 2025May 15, 2025
Travis CrenshawSan Diego, CaMay 15, 2025May 22, 2025
The rule
Registrations ended
May 15, 2025
Registered next
May 15, 2025 to May 22, 2025
Branch state
CA
Cities
6, most in San Diego, Ca
Registered there that day
25 (people still on IAPD; an estimate)
Share of that headcount
32%
Succession by the destination
none on the tape
Other teams out of S••••••• P•••••• F••••••••• L••Other teams into L•• F•••••••• L••