DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for V•••• W•••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Paul LaneSanta Clarita, CaOct 2, 2020Jan 10, 2025
Jerrod James FergusonValencia, CaOct 2, 2020Sep 22, 2020
John Michael VanceSanta Clarita, CaOct 2, 2020Sep 22, 2020
Mark Phillip AntariksaSanta Clarita, CaOct 2, 2020Sep 22, 2020
Tyler Steven TiltonSanta Clarita, CaOct 2, 2020Jan 15, 2025
The rule
Registrations ended
Oct 2, 2020
Registered next
Sep 22, 2020 to Jan 15, 2025
Branch state
CA
Cities
2, most in Santa Clarita, Ca
Registered there that day
4,519 (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 V•••• W•••••