DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left P••••••••• C•••••• A••••••• for F••••••••• I••••••••• A••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amos MadisonSt Louis, MoOct 1, 2025Sep 23, 2025
Cherish Ruby GreySt Louis, MoOct 1, 2025Sep 23, 2025
Giovanni Thomas FerraraSt Louis, MoOct 1, 2025Sep 19, 2025
Isaac ButlerSt Louis, MoOct 1, 2025Sep 23, 2025
Jeremiah Stephen SkaggsSaint Louis, MoOct 1, 2025Sep 23, 2025
Jerod Luke BlandSt Louis, MoOct 1, 2025Sep 23, 2025
Joshua Eric ReesmanSt Louis, MoOct 1, 2025Sep 19, 2025
The rule
Registrations ended
Oct 1, 2025
Registered next
Sep 19, 2025 to Sep 23, 2025
Branch state
MO
Cities
1, most in St Louis, Mo
Registered there that day
109 (people still on IAPD; an estimate)
Share of that headcount
2.8%
Succession by the destination
none on the tape
Other teams out of P••••••••• C•••••• A•••••••Other teams into F••••••••• I••••••••• A••••••• L••