DFX Intelligence

RIA Intelligence

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Team lift-out

18 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• F•••••••• P•••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Christopher CorlettMcmurray Rd, PaJul 7, 2021Jul 2, 2021
Brian David StoutMcmurray, PaJul 7, 2021Jul 6, 2021
Charles Thomas ZiantsMcmurray, PaJul 7, 2021Jul 2, 2021
Gregory Joseph WeimerPittsburgh, PaJul 7, 2021Jul 6, 2021
Gregory Joseph WeimerPittsburgh, PaJul 7, 2021Jul 2, 2021
Jackson Arthur ElizondoPittsburgh, PaJul 7, 2021Jul 2, 2021
Joseph Anthony TabakaSewickley, PaJul 7, 2021Jul 2, 2021
Loren Paul FiffikPittsburgh, PaJul 7, 2021Jul 2, 2021
Morgan Christopher LeeMcmurray, PaJul 7, 2021Jul 2, 2021
Nathan Ryan GarciaPittsburgh, PaJul 7, 2021Jul 2, 2021
Neil Patrick RongausMcmurray, PaJul 7, 2021Jul 2, 2021
Randall Jack HolcombePittsburgh, PaJul 7, 2021Jul 2, 2021
Zachery Steven SaundersCanonsburg, PaJul 7, 2021Jul 2, 2021
Charles KoliasSewickley, PaJul 12, 2021Jul 2, 2021
Jonathan Harper JordanPittsburgh, PaJul 12, 2021Jul 2, 2021
Katherine Mary MontagazziMcmurray, PaJul 12, 2021Jul 2, 2021
Kurt Edward KimmichPittsburgh, PaJul 12, 2021Jul 6, 2021
Nicklaus Anthony ProudMcmurray, PaJul 12, 2021Jul 2, 2021
The rule
Registrations ended
Jul 7, 2021 to Jul 12, 2021
Registered next
Jul 2, 2021 to Jul 6, 2021
Branch state
PA
Cities
5, most in Pittsburgh, Pa
Registered there that day
4,822 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into C••••••••• F•••••••• P•••••••