DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M••••• S•••••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
David WeinsteinBaton Rouge, LaAug 15, 2025Aug 18, 2025
Brandon Mario ChagnardBaton Rouge, LaAug 18, 2025Aug 14, 2025
Claire Drake McveaBaton Rouge, LaAug 18, 2025Aug 14, 2025
Garrett GambleBaton Rouge, LaAug 18, 2025Aug 14, 2025
Ira Ross FeldBaton Rouge, LaAug 18, 2025Aug 14, 2025
Nicole Sause FawleyBaton Rouge, LaAug 18, 2025Aug 14, 2025
Sergio D ColletteBaton Rouge, LaAug 18, 2025Aug 14, 2025
The rule
Registrations ended
Aug 15, 2025 to Aug 18, 2025
Registered next
Aug 14, 2025 to Aug 18, 2025
Branch state
LA
Cities
1, most in Baton Rouge, La
Registered there that day
21,669 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into W•••• F•••• A•••••••