DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for W•••• F•••• A•••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Richard Frank WilsonChico, CaAug 25, 2026Aug 21, 2026
Lance Avery DunnFresno, CaAug 26, 2026Aug 21, 2026
Lexis Ashley DunnFresno, CaAug 26, 2026Aug 21, 2026
Matthew James HolzwarthChico, CaAug 26, 2026Aug 21, 2026
The rule
Registrations ended
Aug 25, 2026 to Aug 26, 2026
Registered next
Aug 21, 2026
Branch state
CA
Cities
2, most in Chico, Ca
Registered there that day
6,667 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into W•••• F•••• A•••••••