DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Steven Paul KellerCarmel, CaJun 8, 2026Jun 4, 2026
Catherine Marino-EdwardsSeaside, CaJun 9, 2026Jun 4, 2026
Cole William KellerMonterey, CaJun 9, 2026Jun 4, 2026
Sophat HengArtesia, CaJun 19, 2026Jul 31, 2026
The rule
Registrations ended
Jun 8, 2026 to Jun 19, 2026
Registered next
Jun 4, 2026 to Jul 31, 2026
Branch state
CA
Cities
3, most in Monterey, Ca
Registered there that day
22,736 (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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••