DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left C• P••••••• C••• for A••••••• S•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrea Lynn Anastasio | Portland, Or | Jun 2, 2026 | May 11, 2026 |
| Ashley Nicole Eckles | Portland, Or | Jun 2, 2026 | Jul 6, 2026 |
| Eric A Hallin | Portland, Or | Jun 2, 2026 | May 4, 2026 |
| Kathleen Thayer Rentz | Portland, Or | Jun 2, 2026 | May 1, 2026 |
| Michael P Reksc | Portland, Or | Jun 2, 2026 | May 1, 2026 |
The rule
- Registrations ended
- Jun 2, 2026
- Registered next
- May 1, 2026 to Jul 6, 2026
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 46 (people still on IAPD; an estimate)
- Share of that headcount
- 6.5%
- Succession by the destination
- none on the tape