DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left S•••••••• F••••••••• I••• for C•••••• W•••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brett Edward WeichbrodSanta Barbara, CaNov 1, 2022Oct 28, 2022
Christian Randolph SnowdenSanta Barbara, CaNov 1, 2022Oct 28, 2022
Justin Thoreau PollackSanta Barbara, CaNov 1, 2022Jan 1, 2025
Maxwell Joel PhillipsSanta Barbara, CaNov 1, 2022Jan 1, 2025
Ross L AndersonRancho Santa Margarita, CaNov 1, 2022Oct 28, 2022
Scott Evans TeterSanta Barbara, CaNov 1, 2022Oct 28, 2022
The rule
Registrations ended
Nov 1, 2022
Registered next
Oct 28, 2022 to Jan 1, 2025
Branch state
CA
Cities
2, most in Santa Barbara, Ca
Registered there that day
945 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape
Other teams out of S•••••••• F••••••••• I•••Other teams into C•••••• W•••••• L••