DFX Intelligence

RIA Intelligence

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Team lift-out

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

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron T PeabodySan Ramon, CaMay 31, 2023May 31, 2023
Brendan Robert NoonanSan Mateo, CaMay 31, 2023May 31, 2023
Cody Carl SmithWalnut Creek, CaMay 31, 2023May 31, 2023
Connor Joseph MerriganSan Ramon, CaMay 31, 2023May 31, 2023
Daschel Elias GrammerSan Ramon, CaMay 31, 2023May 31, 2023
Donald Alan LedouxSan Ramon, CaMay 31, 2023May 31, 2023
Jay M GilsonSan Ramon, CaMay 31, 2023May 31, 2023
Jeffrey Daniel LeeSan Ramon, CaMay 31, 2023May 31, 2023
Jeneen Sarah SlackSan Ramon, CaMay 31, 2023May 31, 2023
John Kelley OdeaSan Ramon, CaMay 31, 2023May 31, 2023
Keith Wayne CampbellSan Ramon, CaMay 31, 2023May 31, 2023
Kimberly Rose DamianiSan Ramon, CaMay 31, 2023May 31, 2023
Michael James SchomakerSan Ramon, CaMay 31, 2023May 31, 2023
Nathan Thomas BennettLos Gatos, CaMay 31, 2023May 31, 2023
Nicholas Wesley LintonSan Ramon, CaMay 31, 2023May 31, 2023
Robert Lee AveySan Ramon, CaMay 31, 2023May 31, 2023
Tyler Andrew BaileySan Ramon, CaMay 31, 2023May 31, 2023
Vanessa Louise SavageSan Ramon, CaMay 31, 2023May 31, 2023
The rule
Registrations ended
May 31, 2023
Registered next
May 31, 2023
Branch state
CA
Cities
4, most in San Ramon, Ca
Registered there that day
910 (people still on IAPD; an estimate)
Share of that headcount
2.0%
Succession by the destination
none on the tape
Other teams out of S••••••• F•••••••• S•••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••