DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left G••••• V••• C•••••• M••••••••• L•• for E•••••••• M••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Andrew HesselWaukesha, WiJan 14, 2026Jan 13, 2026
Genevieve Brianna StrenskiWaukesha, WiJan 14, 2026Jan 13, 2026
Philip Benjamin ComerWaukesha, WiJan 14, 2026Jan 21, 2026
Timothy Anton NoordykBrookfield, WiJan 14, 2026Jan 13, 2026
The rule
Registrations ended
Jan 14, 2026
Registered next
Jan 13, 2026 to Jan 21, 2026
Branch state
WI
Cities
2, most in Waukesha, Wi
Registered there that day
100 (people still on IAPD; an estimate)
Share of that headcount
4.0%
Succession by the destination
none on the tape
Other teams out of G••••• V••• C•••••• M••••••••• L••Other teams into E•••••••• M••• A•••• M••••••••• L••