DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left U••••• C•••••• F•••••••• A••••••• for T••••••••• W•••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jake James SchoenfeldBethesda, MdNov 2, 2023Jan 26, 2024
Jonathan Brett RosnerBethesda, MdNov 2, 2023Oct 18, 2023
Andrew Kevan SchiffBethesda, MdNov 3, 2023Oct 18, 2023
Gregory Edward BlakeBethesda, MdNov 3, 2023Oct 18, 2023
Peter HalbrookBethesda, MdNov 3, 2023Oct 18, 2023
Ryan Wilson FerrellBethesda, MdNov 3, 2023Jan 29, 2024
William Alan SterlingBethesda, MdNov 3, 2023Oct 18, 2023
The rule
Registrations ended
Nov 2, 2023 to Nov 3, 2023
Registered next
Oct 18, 2023 to Jan 29, 2024
Branch state
MD
Cities
1, most in Bethesda, Md
Registered there that day
194 (people still on IAPD; an estimate)
Share of that headcount
3.6%
Succession by the destination
none on the tape
Other teams out of U••••• C•••••• F•••••••• A•••••••Other teams into T••••••••• W•••••• L••