DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left B•••••••• A•••• M••••••••• L•• for B•••••••• I••••••••• G••••

independent RIAtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cassie Seungrim KangReno, NvJun 28, 2023Nov 29, 2025
Richard Sherman RogersReno, NvJun 29, 2023Sep 27, 2023
Tracy Lynn CobbReno, NvJun 29, 2023Jul 25, 2023
Adam Leslie KleinReno, NvJun 30, 2023Jun 19, 2023
Daniel Robert AngeloneReno, NvJun 30, 2023Jul 5, 2023
Margaret Mary KoosaReno, NvJun 30, 2023May 8, 2023
The rule
Registrations ended
Jun 28, 2023 to Jun 30, 2023
Registered next
May 8, 2023 to Nov 29, 2025
Branch state
NV
Cities
1, most in Reno, Nv
Registered there that day
120 (people still on IAPD; an estimate)
Share of that headcount
5.8%
Succession by the destination
none on the tape
Other teams out of B•••••••• A•••• M••••••••• L••Other teams into B•••••••• I••••••••• G••••