DFX Intelligence

RIA Intelligence

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Team lift-out

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

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brady JowellIssaquah, WaJul 15, 2026Jul 14, 2026
Hyon Yong KimIssaquah, WaJul 15, 2026Jul 14, 2026
Matthew Jay ZagerIssaquah, WaJul 15, 2026Jul 14, 2026
Scott Wayne MilamIssaquah, WaJul 15, 2026Jul 14, 2026
The rule
Registrations ended
Jul 15, 2026
Registered next
Jul 14, 2026
Branch state
WA
Cities
1, most in Issaquah, Wa
Registered there that day
6,619 (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 ••••••••