DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left A•••••• W••••• M••••••••• L•• for B•••••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Raymond BannerSan Diego, CaDec 31, 2024Dec 3, 2024
Monica Kristina SzakosSan Diego, CaDec 31, 2024Dec 3, 2024
Patricia L StewartSan Diego, CaDec 31, 2024Dec 3, 2024
Timothy Victor FigueroaSanta Barbara, CaDec 31, 2024Mar 3, 2026
The rule
Registrations ended
Dec 31, 2024
Registered next
Dec 3, 2024 to Mar 3, 2026
Branch state
CA
Cities
3, most in San Diego, Ca
Registered there that day
40 (people still on IAPD; an estimate)
Share of that headcount
10%
Succession by the destination
none on the tape
Other teams out of A•••••• W••••• M••••••••• L••Other teams into B•••••••• A•••• M••••••••• L••