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RIA Intelligence

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Team lift-out

6 advisors left A••••• W••••• P••••••• for Q•••••• F•••••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Darius Geiser GagneSanta Monica, CaJan 28, 2022Jan 3, 2022
David Allen DewolfSanta Monica, CaJan 28, 2022Jan 3, 2022
Alexandra Noelle LongSanta Monica, CaJan 31, 2022Jan 3, 2024
Matthew John HigginsSanta Monica, CaJan 31, 2022Feb 1, 2022
Ryan Anthony BalderianSanta Monica, CaJan 31, 2022Feb 4, 2022
Tracy Ann ShemanoSanta Monica, CaJan 31, 2022Jan 3, 2024
The rule
Registrations ended
Jan 28, 2022 to Jan 31, 2022
Registered next
Jan 3, 2022 to Jan 3, 2024
Branch state
CA
Cities
1, most in Santa Monica, Ca
Registered there that day
45 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape
Other teams out of A••••• W••••• P•••••••Other teams into Q•••••• F•••••••• A•••••••• L••