DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

4 advisors left D•••••• L••• S••••• L•• for A••••••• W••••• A•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Barry Park DowRome, GaFeb 10, 2026Feb 12, 2026
Daniel Benjamin KistlerRome, GaFeb 10, 2026Feb 12, 2026
Cary Lynn HiseRome, GaFeb 24, 2026Feb 22, 2026
Charles Albert StricklandRome, GaFeb 24, 2026Feb 22, 2026
The rule
Registrations ended
Feb 10, 2026 to Feb 24, 2026
Registered next
Feb 12, 2026 to Feb 22, 2026
Branch state
GA
Cities
1, most in Rome, Ga
Registered there that day
43 (people still on IAPD; an estimate)
Share of that headcount
9.3%
Succession by the destination
none on the tape
Other teams out of D•••••• L••• S••••• L••Other teams into A••••••• W••••• A•••••••