DFX Intelligence

RIA Intelligence

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Team lift-out

14 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for T•••••• S•••••••• W•••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Allison Kate FletcherEnid, OkOct 2, 2025Oct 2, 2025
Andrew Kirk LockeTulsa, OkOct 2, 2025Oct 2, 2025
Andrew Kurt SteinmetzTulsa, OkOct 2, 2025Oct 2, 2025
Carson Dean ChambersTulsa, OkOct 2, 2025Oct 2, 2025
Dennis Allen ZeimetTulsa, OkOct 2, 2025Oct 2, 2025
Derrick Alan SandsTulsa, OkOct 2, 2025Oct 2, 2025
Jeffrey R SmallTulsa, OkOct 2, 2025Oct 2, 2025
Karig Gene StoupTulsa, OkOct 2, 2025Oct 2, 2025
Keith Allen Van DykeTulsa, OkOct 2, 2025Oct 6, 2025
Taylor James BennettTulsa, OkOct 2, 2025Oct 2, 2025
Caleb James MazzeiTulsa, OkOct 3, 2025Oct 2, 2025
Ian Douglas KieferTulsa, OkOct 3, 2025Oct 2, 2025
Jeremy Dean LottTulsa, OkOct 3, 2025Oct 7, 2025
John David MooreTulsa, OkOct 3, 2025Oct 2, 2025
The rule
Registrations ended
Oct 2, 2025 to Oct 3, 2025
Registered next
Oct 2, 2025 to Oct 7, 2025
Branch state
OK
Cities
2, most in Tulsa, Ok
Registered there that day
6,072 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into T•••••• S•••••••• W•••••