DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Bradford BoothMonroe, LaSep 9, 2026Sep 8, 2026
Gary Lynn BoothMonroe, LaSep 9, 2026Sep 8, 2026
George Peter AjiMonroe, LaSep 9, 2026Sep 8, 2026
Jonathan Lyn BoothMonroe, LaSep 9, 2026Sep 8, 2026
Kendall Scott ThammMonroe, LaSep 9, 2026Sep 8, 2026
The rule
Registrations ended
Sep 9, 2026
Registered next
Sep 8, 2026
Branch state
LA
Cities
1, most in Monroe, La
Registered there that day
6,686 (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 L•• F•••••••• L••