DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left P•••••• W••••• A••••••• G•••• for R•• W••••• P•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bryce SagersSan Rafael, CaNov 7, 2023Nov 3, 2023
Elena SongSan Rafael, CaNov 7, 2023Nov 3, 2023
Jeff Jacob MenningSan Rafael, CaNov 7, 2023Jun 14, 2023
Margery Anne NeisSan Rafael, CaNov 7, 2023Nov 3, 2023
Russell Boyce AlbrightSan Rafael, CaNov 7, 2023Nov 3, 2023
Ryan Christopher ColletteCosta Mesa, CaNov 7, 2023Nov 3, 2023
Ryan DrewsSan Rafael, CaNov 7, 2023Apr 20, 2023
Stephen In Hee LeeCosta Mesa, CaNov 7, 2023Nov 3, 2023
Christopher Brian ThomSan Rafael, CaNov 8, 2023Mar 17, 2023
The rule
Registrations ended
Nov 7, 2023 to Nov 8, 2023
Registered next
Mar 17, 2023 to Nov 3, 2023
Branch state
CA
Cities
2, most in San Rafael, Ca
Registered there that day
24 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape
Other teams out of P•••••• W••••• A••••••• G••••Other teams into R•• W••••• P•••••••