DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left F•••• P••••••• W•••••• L•• for M•••••• I•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alyssa Lauren TacconelliAliso Viejo, CaMay 20, 2026Jun 4, 2026
Christopher QuigleyAliso Viejo, CaMay 20, 2026Apr 27, 2026
Jason R ClarkAliso Viejo, CaMay 20, 2026Apr 27, 2026
John BuckinghamAliso Viejo, CaMay 20, 2026Apr 27, 2026
Phillip Alexander EdwardsAliso Viejo, CaMay 20, 2026May 28, 2026
The rule
Registrations ended
May 20, 2026
Registered next
Apr 27, 2026 to Jun 4, 2026
Branch state
CA
Cities
1, most in Aliso Viejo, Ca
Registered there that day
990 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape
Other teams out of F•••• P••••••• W•••••• L••Other teams into M•••••• I•••••••••